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Sound View Wealth Advisors Group’s Kopin KOPN Stock Holding History

Sound View Wealth Advisors Group’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,000
Closed -$19.8K – 366
2024
Q1 		$19.8K Sell
11,000
-5,000
-31% -$11.1K ﹤0.01% 370
2023
Q4 		$32.5K Buy
+16,000
New +$22.8K ﹤0.01% 382
2023
Q1 		– Sell
-16,000
Closed -$32.5K – 391
2022
Q4 		$32.5K Buy
+16,000
New +$19.8K ﹤0.01% 382

Other funds holding KOPN

AIC
AWM Investment Company New York $903M AUM 163.47% 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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Sound View Wealth Advisors Group's KOPN Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of Kopin (KOPN) in Q2 2024, closing a stake of 11,000 shares — an estimated $19.8K sold.

Sound View Wealth Advisors Group first reported a position in KOPN in Q4 2022 and held it in 3 quarters. The position peaked at $32.5K in Q4 2023. 86 funds tracked by Wall St. Rank hold KOPN as of Q2 2024.

  • Sound View Wealth Advisors Group reported no remaining Kopin position as of Q2 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 11,000 Kopin shares in Q2 2024, an estimated $19.8K.
  • Sound View Wealth Advisors Group first reported a position in Kopin in Q4 2022 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's Kopin position peaked at $32.5K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Kopin as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.