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West Financial Advisors’s Vuzix VUZI Stock Holding History

West Financial Advisors’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
Q4 		– Sell
-100
Closed -$117 – 223
2024
Q3 		$117 Hold
100
– – ﹤0.01% 185
2024
Q2 		$135 Hold
100
– – ﹤0.01% 157
2024
Q1 		$121 Hold
100
– – ﹤0.01% 151
2023
Q4 		$209 Hold
100
– – ﹤0.01% 156
2023
Q3 		$363 Hold
100
– – ﹤0.01% 196
2023
Q2 		$510 Hold
100
– – ﹤0.01% 173
2023
Q1 		$414 Hold
100
– – ﹤0.01% 159
2022
Q4 		$364 Hold
100
– – ﹤0.01% 160
2022
Q3 		$1K Buy
+100
New +$771 ﹤0.01% 176

Other funds holding VUZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Financial Advisors's VUZI Position: Q4 2024 in Review

West Financial Advisors sold out of Vuzix (VUZI) in Q4 2024, closing a stake of 100 shares — an estimated $117 sold.

West Financial Advisors first reported a position in VUZI in Q3 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 94 funds tracked by Wall St. Rank hold VUZI as of Q4 2024.

  • West Financial Advisors reported no remaining Vuzix position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 100 Vuzix shares in Q4 2024, an estimated $117.
  • West Financial Advisors first reported a position in Vuzix in Q3 2022 and held it in 9 quarters.
  • West Financial Advisors's Vuzix position peaked at $1K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Vuzix as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.