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Avidian Wealth Enterprises’s iShares Asia 50 ETF AIA Stock Holding History

Avidian Wealth Enterprises’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-35,517
Closed -$2.31M – 281
2020
Q2 		$2.31M Buy
+35,517
New +$2.14M 0.31% 56

Other funds holding AIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Avidian Wealth Enterprises's AIA Position: Q3 2020 in Review

Avidian Wealth Enterprises sold out of iShares Asia 50 ETF (AIA) in Q3 2020, closing a stake of 35,517 shares — an estimated $2.31M sold.

Avidian Wealth Enterprises first reported a position in AIA in Q2 2020 and held it in 1 quarter. The position peaked at $2.31M in Q2 2020. 68 funds tracked by Wall St. Rank hold AIA as of Q3 2020.

  • Avidian Wealth Enterprises reported no remaining iShares Asia 50 ETF position as of Q3 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 35,517 iShares Asia 50 ETF shares in Q3 2020, an estimated $2.31M.
  • Avidian Wealth Enterprises first reported a position in iShares Asia 50 ETF in Q2 2020 and held it in 1 quarter.
  • Avidian Wealth Enterprises's iShares Asia 50 ETF position peaked at $2.31M in Q2 2020.
  • 68 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2020, filed 6 Nov 2020.