Kolinsky Wealth Management’s Innovative Eyewear LUCY Stock Holding History

Kolinsky Wealth Management’s Portfolio LUCY Stock Details LUCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-500	Closed	-$4.95K	–	183
2024 Q2	$4.95K	Buy	+500	New	+$3.58K	﹤0.01%	155

Other funds holding LUCY

HCM

Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SRL

Scientech Research LLC Jersey City, New Jersey $123M AUM 198.31% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kolinsky Wealth Management's LUCY Position: Q3 2024 in Review

Kolinsky Wealth Management sold out of Innovative Eyewear (LUCY) in Q3 2024, closing a stake of 500 shares — an estimated $4.95K sold.

Kolinsky Wealth Management first reported a position in LUCY in Q2 2024 and held it in 1 quarter. The position peaked at $4.95K in Q2 2024. 8 funds tracked by Wall St. Rank hold LUCY as of Q3 2024.

Kolinsky Wealth Management reported no remaining Innovative Eyewear position as of Q3 2024 after selling out during the quarter.
Kolinsky Wealth Management sold 500 Innovative Eyewear shares in Q3 2024, an estimated $4.95K.
Kolinsky Wealth Management first reported a position in Innovative Eyewear in Q2 2024 and held it in 1 quarter.
Kolinsky Wealth Management's Innovative Eyewear position peaked at $4.95K in Q2 2024.
8 funds tracked by Wall St. Rank held Innovative Eyewear as of Q3 2024.

Based on Kolinsky Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.