Legacy Financial Group (Iowa)
MVIS icon

Legacy Financial Group (Iowa)’s Microvision MVIS Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,840
Closed -$8.41K – 332
2023
Q3 		$8.41K Buy
+3,840
New +$11.7K ﹤0.01% 344
2021
Q4 		– Sell
-27,862
Closed -$308K – 52
2021
Q3 		$308K Hold
27,862
– – 0.09% 56
2021
Q2 		$467K Buy
27,862
+2,000
+8% +$32.8K 0.14% 56
2021
Q1 		$480K Buy
+25,862
New +$325K 0.17% 49

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MVIS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Microvision (MVIS) in Q4 2023, closing a stake of 3,840 shares — an estimated $8.41K sold.

Legacy Financial Group (Iowa) first reported a position in MVIS in Q1 2021 and held it in 4 quarters. The position peaked at $480K in Q1 2021. 150 funds tracked by Wall St. Rank hold MVIS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Microvision position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 3,840 Microvision shares in Q4 2023, an estimated $8.41K.
  • Legacy Financial Group (Iowa) first reported a position in Microvision in Q1 2021 and held it in 4 quarters.
  • Legacy Financial Group (Iowa)'s Microvision position peaked at $480K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held Microvision as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.