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Mid Atlantic Financial Management’s Vuzix VUZI Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$247K Buy
23,650
+5,300
+29% +$70.9K 0.02% 736
2021
Q2 		$337K Buy
18,350
+1,300
+8% +$26.2K 0.02% 624
2021
Q1 		$434K Buy
+17,050
New +$277K 0.03% 483

Other funds holding VUZI

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's VUZI Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vuzix (VUZI) stake by 29% in Q3 2021, buying an estimated $70.9K and bringing the position to 23,650 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #736.

Mid Atlantic Financial Management first reported a position in VUZI in Q1 2021 and has held it in 3 quarters since. The position peaked at $434K in Q1 2021. 134 funds tracked by Wall St. Rank hold VUZI as of Q3 2021.

  • Mid Atlantic Financial Management held 23,650 shares of Vuzix worth $247K as of Q3 2021.
  • Mid Atlantic Financial Management bought 5,300 Vuzix shares in Q3 2021, an estimated $70.9K.
  • Vuzix made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #736 holding.
  • Mid Atlantic Financial Management first reported a position in Vuzix in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Vuzix position peaked at $434K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Vuzix as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.