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Optimum Investment Advisors’s Vuzix VUZI Stock Holding History

Optimum Investment Advisors’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
2023
Q2 		– Sell
-1,200
Closed -$4.97K – 760
2023
Q1 		$4.97K Buy
+1,200
New +$5.4K ﹤0.01% 626
2021
Q2 		– Sell
-500
Closed -$13K – 984
2021
Q1 		$13K Buy
+500
New +$8.11K ﹤0.01% 740

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 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

Optimum Investment Advisors's VUZI Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Vuzix (VUZI) in Q2 2023, closing a stake of 1,200 shares — an estimated $4.97K sold.

Optimum Investment Advisors first reported a position in VUZI in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 125 funds tracked by Wall St. Rank hold VUZI as of Q2 2023.

  • Optimum Investment Advisors reported no remaining Vuzix position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 Vuzix shares in Q2 2023, an estimated $4.97K.
  • Optimum Investment Advisors first reported a position in Vuzix in Q1 2021 and held it in 2 quarters.
  • Optimum Investment Advisors's Vuzix position peaked at $13K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Vuzix as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.