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Meridian Wealth Management’s Microvision MVIS Stock Holding History

Meridian 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
2024
Q2 		– Sell
-37,605
Closed -$69.2K – 458
2024
Q1 		$69.2K Hold
37,605
– – 0.01% 199
2023
Q4 		$100K Sell
37,605
-37,605
-50% -$86.3K 0.01% 578
2023
Q3 		$165K Buy
75,210
+37,605
+100% +$115K 0.01% 514
2023
Q2 		$172K Buy
37,605
+3,013
+9% +$10.5K 0.01% 517
2023
Q1 		$92.4K Sell
34,592
-45
-0.1% -$114 0.01% 529
2022
Q4 		$81.4K Sell
34,637
-1,457
-4% -$4.52K 0.01% 512
2022
Q3 		$130K Buy
36,094
+517
+1% +$2.44K 0.01% 466
2022
Q2 		$137K Hold
35,577
– – 0.01% 528
2022
Q1 		$166K Buy
35,577
+788
+2% +$3.11K 0.02% 385
2021
Q4 		$174K Sell
34,789
-1,450
-4% -$11.5K 0.02% 391
2021
Q3 		$400K Sell
36,239
-228
-0.6% -$3.17K 0.05% 257
2021
Q2 		$611K Buy
36,467
+370
+1% +$6.07K 0.08% 198
2021
Q1 		$670K Buy
36,097
+5,100
+16% +$64.1K 0.1% 177
2020
Q4 		$166K Buy
+30,997
New +$91.2K 0.03% 327

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 ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Meridian Wealth Management's MVIS Position: Q2 2024 in Review

Meridian Wealth Management sold out of Microvision (MVIS) in Q2 2024, closing a stake of 37,605 shares — an estimated $69.2K sold.

Meridian Wealth Management first reported a position in MVIS in Q4 2020 and held it in 14 quarters. The position peaked at $670K in Q1 2021. 122 funds tracked by Wall St. Rank hold MVIS as of Q2 2024.

  • Meridian Wealth Management reported no remaining Microvision position as of Q2 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 37,605 Microvision shares in Q2 2024, an estimated $69.2K.
  • Meridian Wealth Management first reported a position in Microvision in Q4 2020 and held it in 14 quarters.
  • Meridian Wealth Management's Microvision position peaked at $670K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held Microvision as of Q2 2024.

Based on Meridian Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.