Valley National Advisers’s Microvision MVIS Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-200	Closed	-$1K	–	1102
2023 Q2	$1K	Hold	200	–	–	﹤0.01%	913
2023 Q1	$0	Hold	200	–	–	﹤0.01%	947
2022 Q4	$0	Hold	200	–	–	﹤0.01%	936
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	852
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	834
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	855
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	860
2021 Q3	$2K	Sell	200 -300	-60%	-$4.17K	﹤0.01%	774
2021 Q2	$8K	Hold	500	–	–	﹤0.01%	615
2021 Q1	$9K	Hold	500	–	–	﹤0.01%	556
2020 Q4	$3K	Hold	500	–	–	﹤0.01%	664
2020 Q3	$1K	Buy	+500	New	+$875	﹤0.01%	717

Other funds holding MVIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley National Advisers's MVIS Position: Q3 2023 in Review

Valley National Advisers sold out of Microvision (MVIS) in Q3 2023, closing a stake of 200 shares — an estimated $1K sold.

Valley National Advisers first reported a position in MVIS in Q3 2020 and held it in 12 quarters. The position peaked at $9K in Q1 2021. 153 funds tracked by Wall St. Rank hold MVIS as of Q3 2023.

Valley National Advisers reported no remaining Microvision position as of Q3 2023 after selling out during the quarter.
Valley National Advisers sold 200 Microvision shares in Q3 2023, an estimated $1K.
Valley National Advisers first reported a position in Microvision in Q3 2020 and held it in 12 quarters.
Valley National Advisers's Microvision position peaked at $9K in Q1 2021.
153 funds tracked by Wall St. Rank held Microvision as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.