Avidian Wealth Enterprises’s Chase Corporation CCF Stock Holding History

Avidian Wealth Enterprises’s Portfolio CCF Stock Details CCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,900	Closed	-$623K	–	442
2023 Q3	$623K	Sell	4,900 -970	-17%	-$122K	0.04%	220
2023 Q2	$712K	Buy	5,870 +1,993	+51%	+$229K	0.05%	222
2023 Q1	$406K	Hold	3,877	–	–	0.02%	331
2022 Q4	$334K	Hold	3,877	–	–	0.02%	340
2022 Q3	$324K	Sell	3,877 -72	-2%	-$6.36K	0.02%	309
2022 Q2	$307K	Sell	3,949 -658	-14%	-$53.9K	0.02%	348
2022 Q1	$400K	Sell	4,607 -520	-10%	-$48.2K	0.02%	344
2021 Q4	$510K	Buy	+5,127	New	+$525K	0.03%	296

Avidian Wealth Enterprises's CCF Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of Chase Corporation (CCF) in Q4 2023, closing a stake of 4,900 shares — an estimated $623K sold.

Avidian Wealth Enterprises first reported a position in CCF in Q4 2021 and held it in 8 quarters. The position peaked at $712K in Q2 2023. 0 funds tracked by Wall St. Rank hold CCF as of Q4 2023.

Avidian Wealth Enterprises reported no remaining Chase Corporation position as of Q4 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,900 Chase Corporation shares in Q4 2023, an estimated $623K.
Avidian Wealth Enterprises first reported a position in Chase Corporation in Q4 2021 and held it in 8 quarters.
Avidian Wealth Enterprises's Chase Corporation position peaked at $712K in Q2 2023.
0 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.