OCM
VZIO

Ovata Capital Management’s VIZIO Holding Corp. VZIO Stock Holding History

Ovata Capital Management’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,000
Closed -$9K – 208
2022
Q1 		$9K Buy
+1,000
New +$13.3K ﹤0.01% 111

Other funds holding VZIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ARAM
Ardmore Road Asset Management New York $1.52B AUM 56.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ovata Capital Management's VZIO Position: Q2 2022 in Review

Ovata Capital Management sold out of VIZIO Holding Corp. (VZIO) in Q2 2022, closing a stake of 1,000 shares — an estimated $9K sold.

Ovata Capital Management first reported a position in VZIO in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 88 funds tracked by Wall St. Rank hold VZIO as of Q2 2022.

  • Ovata Capital Management reported no remaining VIZIO Holding Corp. position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 1,000 VIZIO Holding Corp. shares in Q2 2022, an estimated $9K.
  • Ovata Capital Management first reported a position in VIZIO Holding Corp. in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's VIZIO Holding Corp. position peaked at $9K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held VIZIO Holding Corp. as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.