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Spire Wealth Management’s Vuzix VUZI Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-120
Closed -$1K – 2895
2021
Q4 		$1K Hold
120
– – ﹤0.01% 2900
2021
Q3 		$1K Sell
120
-4,200
-97% -$56.2K ﹤0.01% 2549
2021
Q2 		$79K Sell
4,320
-2,885
-40% -$58.2K ﹤0.01% 1295
2021
Q1 		$183K Buy
+7,205
New +$117K ﹤0.01% 1105

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Spire Wealth Management's VUZI Position: Q1 2022 in Review

Spire Wealth Management sold out of Vuzix (VUZI) in Q1 2022, closing a stake of 120 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in VUZI in Q1 2021 and held it in 4 quarters. The position peaked at $183K in Q1 2021. 132 funds tracked by Wall St. Rank hold VUZI as of Q1 2022.

  • Spire Wealth Management reported no remaining Vuzix position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 120 Vuzix shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Vuzix in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Vuzix position peaked at $183K in Q1 2021.
  • 132 funds tracked by Wall St. Rank held Vuzix as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.