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Tortoise Investment Management’s Vuzix VUZI Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-14,573
Closed -$84K – 794
2022
Q3 		$84K Buy
+14,573
New +$112K 0.02% 263

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Investment Management's VUZI Position: Q4 2022 in Review

Tortoise Investment Management sold out of Vuzix (VUZI) in Q4 2022, closing a stake of 14,573 shares — an estimated $84K sold.

Tortoise Investment Management first reported a position in VUZI in Q3 2022 and held it in 1 quarter. The position peaked at $84K in Q3 2022. 142 funds tracked by Wall St. Rank hold VUZI as of Q4 2022.

  • Tortoise Investment Management reported no remaining Vuzix position as of Q4 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 14,573 Vuzix shares in Q4 2022, an estimated $84K.
  • Tortoise Investment Management first reported a position in Vuzix in Q3 2022 and held it in 1 quarter.
  • Tortoise Investment Management's Vuzix position peaked at $84K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held Vuzix as of Q4 2022.

Based on Tortoise Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.