MWM
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Merriman Wealth Management’s Microvision MVIS Stock Holding History

Merriman 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
2020
Q1 		– Sell
-667
Closed -$7K – 187
2019
Q4 		$7K Buy
+667
New +$7.33K ﹤0.01% 181
2019
Q3 		– Sell
-667
Closed -$8K – 187
2019
Q2 		$8K Buy
+667
New +$8.89K ﹤0.01% 191

Other funds holding MVIS

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Princeton Capital Management Red Bank, New Jersey $443M AUM 46.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Merriman Wealth Management's MVIS Position: Q1 2020 in Review

Merriman Wealth Management sold out of Microvision (MVIS) in Q1 2020, closing a stake of 667 shares — an estimated $7K sold.

Merriman Wealth Management first reported a position in MVIS in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 49 funds tracked by Wall St. Rank hold MVIS as of Q1 2020.

  • Merriman Wealth Management reported no remaining Microvision position as of Q1 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 667 Microvision shares in Q1 2020, an estimated $7K.
  • Merriman Wealth Management first reported a position in Microvision in Q2 2019 and held it in 2 quarters.
  • Merriman Wealth Management's Microvision position peaked at $8K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held Microvision as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.