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Prestige Wealth Management Group’s Vuzix VUZI Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-283
Closed -$1.03K – 1162
2022
Q4 		$1.03K Hold
283
– – ﹤0.01% 967
2022
Q3 		$2K Hold
283
– – ﹤0.01% 789
2022
Q2 		$2K Hold
283
– – ﹤0.01% 805
2022
Q1 		$2K Hold
283
– – ﹤0.01% 823
2021
Q4 		$2K Hold
283
– – ﹤0.01% 844
2021
Q3 		$3K Sell
283
-2
-0.7% -$27 ﹤0.01% 766
2021
Q2 		$5K Hold
285
– – ﹤0.01% 653
2021
Q1 		$7K Buy
+285
New +$4.63K ﹤0.01% 566

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return

Prestige Wealth Management Group's VUZI Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Vuzix (VUZI) in Q1 2023, closing a stake of 283 shares — an estimated $1.03K sold.

Prestige Wealth Management Group first reported a position in VUZI in Q1 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2021. 133 funds tracked by Wall St. Rank hold VUZI as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Vuzix position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 283 Vuzix shares in Q1 2023, an estimated $1.03K.
  • Prestige Wealth Management Group first reported a position in Vuzix in Q1 2021 and held it in 8 quarters.
  • Prestige Wealth Management Group's Vuzix position peaked at $7K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Vuzix as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.