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Steward Partners Investment Advisory’s Vuzix VUZI Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-120
Closed -$1K – 2136
2018
Q3 		$1K Sell
120
-525
-81% -$3.53K ﹤0.01% 2539
2018
Q2 		$5K Sell
645
-1,510
-70% -$9.56K ﹤0.01% 2019
2018
Q1 		$11K Buy
+2,155
New +$17.6K ﹤0.01% 1553

Other funds holding VUZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's VUZI Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Vuzix (VUZI) in Q4 2018, closing a stake of 120 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in VUZI in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 57 funds tracked by Wall St. Rank hold VUZI as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Vuzix position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 120 Vuzix shares in Q4 2018, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Vuzix in Q1 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Vuzix position peaked at $11K in Q1 2018.
  • 57 funds tracked by Wall St. Rank held Vuzix as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.