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Stiles Financial Services’s Microvision MVIS Stock Holding History

Stiles 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
2023
Q1 		– Sell
-23,000
Closed -$54K – 188
2022
Q4 		$54K Hold
23,000
– – 0.03% 177
2022
Q3 		$83K Hold
23,000
– – 0.05% 165
2022
Q2 		$88K Buy
23,000
+4,000
+21% +$14.3K 0.05% 172
2022
Q1 		$89K Buy
19,000
+4,000
+27% +$15.8K 0.04% 185
2021
Q4 		$75K Buy
+15,000
New +$119K 0.04% 182

Other funds holding MVIS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Stiles Financial Services's MVIS Position: Q1 2023 in Review

Stiles Financial Services sold out of Microvision (MVIS) in Q1 2023, closing a stake of 23,000 shares — an estimated $54K sold.

Stiles Financial Services first reported a position in MVIS in Q4 2021 and held it in 5 quarters. The position peaked at $89K in Q1 2022. 148 funds tracked by Wall St. Rank hold MVIS as of Q1 2023.

  • Stiles Financial Services reported no remaining Microvision position as of Q1 2023 after selling out during the quarter.
  • Stiles Financial Services sold 23,000 Microvision shares in Q1 2023, an estimated $54K.
  • Stiles Financial Services first reported a position in Microvision in Q4 2021 and held it in 5 quarters.
  • Stiles Financial Services's Microvision position peaked at $89K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Microvision as of Q1 2023.

Based on Stiles Financial Services's 13F filing for Q1 2023, filed 11 May 2023.