LWM
VUZI icon

LBA Wealth Management’s Vuzix VUZI Stock Holding History

LBA Wealth Management’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$4K Hold
600
– – ﹤0.01% 381
2016
Q4 		$4K Hold
600
– – ﹤0.01% 384
2016
Q3 		$5K Buy
+600
New +$4.83K ﹤0.01% 377

Other funds holding VUZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CD
Carl Domino West Palm Beach, Florida $82M AUM 19.36% 1-Year Est. Return

LBA Wealth Management's VUZI Position: Q1 2017 in Review

LBA Wealth Management held its Vuzix (VUZI) position steady in Q1 2017 at 600 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

LBA Wealth Management first reported a position in VUZI in Q3 2016 and has held it in 3 quarters since. The position peaked at $5K in Q3 2016. 40 funds tracked by Wall St. Rank hold VUZI as of Q1 2017.

  • LBA Wealth Management held 600 shares of Vuzix worth $4K as of Q1 2017.
  • LBA Wealth Management left its Vuzix share count unchanged in Q1 2017.
  • Vuzix made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #381 holding.
  • LBA Wealth Management first reported a position in Vuzix in Q3 2016 and has held it in 3 quarters since.
  • LBA Wealth Management's Vuzix position peaked at $5K in Q3 2016.
  • 40 funds tracked by Wall St. Rank held Vuzix as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.