SSG
VZIO

Summit Securities Group’s VIZIO Holding Corp. VZIO Stock Holding History

Summit Securities Group’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45,000
Closed -$486K – 948
2024
Q2 		$486K Buy
45,000
+26,000
+137% +$278K 0.09% 102
2024
Q1 		$208K Buy
+19,000
New +$174K 0.03% 150

Other funds holding VZIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Securities Group's VZIO Position: Q4 2024 in Review

Summit Securities Group sold out of VIZIO Holding Corp. (VZIO) in Q4 2024, closing a stake of 20,372 shares — an estimated $228K sold.

Summit Securities Group first reported a position in VZIO in Q1 2024 and held it in 3 quarters. The position peaked at $265K in Q2 2024. 1 fund tracked by Wall St. Rank holds VZIO as of Q4 2024.

  • Summit Securities Group reported no remaining VIZIO Holding Corp. position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 20,372 VIZIO Holding Corp. shares in Q4 2024, an estimated $228K.
  • Summit Securities Group first reported a position in VIZIO Holding Corp. in Q1 2024 and held it in 3 quarters.
  • Summit Securities Group's VIZIO Holding Corp. position peaked at $265K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.