Shell Asset Management’s VIZIO Holding Corp. VZIO Stock Holding History

Shell Asset 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
2024 Q4	–	Sell	-1	Closed	–	–	1284
2024 Q3	$0	Buy	+1	New	+$11	﹤0.01%	1255
2024 Q1	$0	Sell	1 -8,978	-100%	-$82.3K	﹤0.01%	1330
2023 Q4	$69K	Sell	8,979 -2,685	-23%	-$16.8K	﹤0.01%	1131
2023 Q3	$63K	Sell	11,664 -182	-2%	-$1.17K	﹤0.01%	1166
2023 Q2	$80K	Buy	+11,846	New	+$91.6K	﹤0.01%	1161

Other funds holding VZIO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Shell Asset Management's VZIO Position: Q4 2024 in Review

Shell Asset Management sold out of VIZIO Holding Corp. (VZIO) in Q4 2024, closing a stake of 1 share.

Shell Asset Management first reported a position in VZIO in Q2 2023 and held it in 5 quarters. The position peaked at $80K in Q2 2023. 1 fund tracked by Wall St. Rank holds VZIO as of Q4 2024.

Shell Asset Management reported no remaining VIZIO Holding Corp. position as of Q4 2024 after selling out during the quarter.
Shell Asset Management sold 1 VIZIO Holding Corp. share in Q4 2024.
Shell Asset Management first reported a position in VIZIO Holding Corp. in Q2 2023 and held it in 5 quarters.
Shell Asset Management's VIZIO Holding Corp. position peaked at $80K in Q2 2023.
1 fund tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2024.

Based on Shell Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.