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Liberty Wealth Management’s Microvision MVIS Stock Holding History

Liberty Wealth Management’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
2021
Q3 		– Sell
-127
Closed -$2K – 1214
2021
Q2 		$2K Sell
127
-60
-32% -$985 ﹤0.01% 931
2021
Q1 		$1K Hold
187
– – ﹤0.01% 885
2020
Q4 		$1K Buy
+187
New +$550 ﹤0.01% 886

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's MVIS Position: Q3 2021 in Review

Liberty Wealth Management sold out of Microvision (MVIS) in Q3 2021, closing a stake of 127 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in MVIS in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 153 funds tracked by Wall St. Rank hold MVIS as of Q3 2021.

  • Liberty Wealth Management reported no remaining Microvision position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 127 Microvision shares in Q3 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Microvision in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Microvision position peaked at $2K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Microvision as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.