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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
-1,533
Closed -$54K – 188
2022
Q4 		$54K Hold
1,533
– – 0.03% 177
2022
Q3 		$83K Hold
1,533
– – 0.05% 165
2022
Q2 		$88K Buy
1,533
+266
+21% +$14.3K 0.05% 172
2022
Q1 		$89K Buy
1,267
+267
+27% +$15.8K 0.04% 185
2021
Q4 		$75K Buy
+1,000
New +$119K 0.04% 182

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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 1,533 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 1,533 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.