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Powell Investment Advisors’s Vuzix VUZI Stock Holding History

Powell 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
2020
Q4 		– Sell
-12,000
Closed -$55K – 119
2020
Q3 		$55K Buy
+12,000
New +$46.9K 0.05% 103

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Powell Investment Advisors's VUZI Position: Q4 2020 in Review

Powell Investment Advisors sold out of Vuzix (VUZI) in Q4 2020, closing a stake of 12,000 shares — an estimated $55K sold.

Powell Investment Advisors first reported a position in VUZI in Q3 2020 and held it in 1 quarter. The position peaked at $55K in Q3 2020. 89 funds tracked by Wall St. Rank hold VUZI as of Q4 2020.

  • Powell Investment Advisors reported no remaining Vuzix position as of Q4 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 12,000 Vuzix shares in Q4 2020, an estimated $55K.
  • Powell Investment Advisors first reported a position in Vuzix in Q3 2020 and held it in 1 quarter.
  • Powell Investment Advisors's Vuzix position peaked at $55K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Vuzix as of Q4 2020.

Based on Powell Investment Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.