SFS
MVIS icon

Sowell Financial Services’s Microvision MVIS Stock Holding History

Sowell Financial Services’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-113
Closed -$24K – 1918
2021
Q1 		$24K Hold
113
– – ﹤0.01% 1979
2020
Q4 		$9K Hold
113
– – ﹤0.01% 2072
2020
Q3 		$3K Hold
113
– – ﹤0.01% 2142
2020
Q2 		$2K Hold
113
– – ﹤0.01% 2185
2020
Q1 		$0 Hold
113
– – ﹤0.01% 2598
2019
Q4 		$1K Hold
113
– – ﹤0.01% 2383
2019
Q3 		$1K Buy
+113
New +$1.14K ﹤0.01% 2275

Other funds holding MVIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sowell Financial Services's MVIS Position: Q2 2021 in Review

Sowell Financial Services sold out of Microvision (MVIS) in Q2 2021, closing a stake of 113 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in MVIS in Q3 2019 and held it in 7 quarters. The position peaked at $24K in Q1 2021. 150 funds tracked by Wall St. Rank hold MVIS as of Q2 2021.

  • Sowell Financial Services reported no remaining Microvision position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 113 Microvision shares in Q2 2021, an estimated $24K.
  • Sowell Financial Services first reported a position in Microvision in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Microvision position peaked at $24K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held Microvision as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.