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WR Wealth Planners’s Microvision MVIS Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-1,000
Closed -$1.14K – 1161
2024
Q3 		$1.14K Hold
1,000
– – ﹤0.01% 961
2024
Q2 		$1.06K Hold
1,000
– – ﹤0.01% 951
2024
Q1 		$1.84K Buy
+1,000
New +$2.27K ﹤0.01% 888
2023
Q4 		– Sell
-1,000
Closed -$2.19K – 611
2023
Q3 		$2.19K Hold
1,000
– – ﹤0.01% 767
2023
Q2 		$4.58K Hold
1,000
– – ﹤0.01% 692
2023
Q1 		$2.67K Buy
+1,000
New +$2.53K ﹤0.01% 747

Other funds holding MVIS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's MVIS Position: Q4 2024 in Review

WR Wealth Planners sold out of Microvision (MVIS) in Q4 2024, closing a stake of 1,000 shares — an estimated $1.14K sold.

WR Wealth Planners first reported a position in MVIS in Q1 2023 and held it in 6 quarters. The position peaked at $4.58K in Q2 2023. 143 funds tracked by Wall St. Rank hold MVIS as of Q4 2024.

  • WR Wealth Planners reported no remaining Microvision position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 1,000 Microvision shares in Q4 2024, an estimated $1.14K.
  • WR Wealth Planners first reported a position in Microvision in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Microvision position peaked at $4.58K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Microvision as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.