UBS AM’s VIZIO Holding Corp. VZIO Stock Holding History

UBS AM’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 Q4	–	Sell	-85,733	Closed	-$958K	–	2798
2024 Q3	$958K	Sell	85,733 -10,136	-11%	-$112K	﹤0.01%	2417
2024 Q2	$1.04M	Buy	95,869 +81,569	+570%	+$872K	﹤0.01%	2353
2024 Q1	$156K	Sell	14,300 -10,273	-42%	-$94.2K	﹤0.01%	2482
2023 Q4	$189K	Buy	24,573 +10,273	+72%	+$64.3K	﹤0.01%	2497
2023 Q3	$77.4K	Buy	+14,300	New	+$91.8K	﹤0.01%	2572

Other funds holding VZIO

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

UBS AM's VZIO Position: Q4 2024 in Review

UBS AM sold out of VIZIO Holding Corp. (VZIO) in Q4 2024, closing a stake of 85,733 shares — an estimated $958K sold.

UBS AM first reported a position in VZIO in Q3 2023 and held it in 5 quarters. The position peaked at $1.04M in Q2 2024. 1 fund tracked by Wall St. Rank holds VZIO as of Q4 2024.

UBS AM reported no remaining VIZIO Holding Corp. position as of Q4 2024 after selling out during the quarter.
UBS AM sold 85,733 VIZIO Holding Corp. shares in Q4 2024, an estimated $958K.
UBS AM first reported a position in VIZIO Holding Corp. in Q3 2023 and held it in 5 quarters.
UBS AM's VIZIO Holding Corp. position peaked at $1.04M in Q2 2024.
1 fund tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2024.

Based on UBS AM's 13F filing for Q4 2024, filed 14 Feb 2025.