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Triad Wealth Partners’s Vuzix VUZI Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-200
Closed -$270 – 922
2024
Q2 		$270 Buy
+200
New +$276 ﹤0.01% 934

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TFCM
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GCP
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State Street
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Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Triad Wealth Partners's VUZI Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vuzix (VUZI) in Q3 2024, closing a stake of 200 shares — an estimated $270 sold.

Triad Wealth Partners first reported a position in VUZI in Q2 2024 and held it in 1 quarter. The position peaked at $270 in Q2 2024. 74 funds tracked by Wall St. Rank hold VUZI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vuzix position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 200 Vuzix shares in Q3 2024, an estimated $270.
  • Triad Wealth Partners first reported a position in Vuzix in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vuzix position peaked at $270 in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Vuzix as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.