Avidian Wealth Enterprises’s Commercial Metals CMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,436	Closed	-$220K	–	528
2024 Q4	$220K	Buy	+4,436	New	+$250K	0.01%	465
2024 Q2	–	Sell	-5,433	Closed	-$319K	–	505
2024 Q1	$319K	Sell	5,433 -5,000	-48%	-$265K	0.02%	347
2023 Q4	$522K	Buy	+10,433	New	+$475K	0.03%	259
2023 Q3	–	Sell	-3,961	Closed	-$209K	–	400
2023 Q2	$209K	Sell	3,961 -732	-16%	-$34.2K	0.01%	394
2023 Q1	$229K	Sell	4,693 -5,000	-52%	-$259K	0.01%	430
2022 Q4	$468K	Buy	+9,693	New	+$444K	0.03%	284
2022 Q3	–	Sell	-7,643	Closed	-$253K	–	427
2022 Q2	$253K	Hold	7,643	–	–	0.02%	384
2022 Q1	$318K	Sell	7,643 -1,268	-14%	-$47.6K	0.02%	373
2021 Q4	$323K	Buy	+8,911	New	+$295K	0.02%	386

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avidian Wealth Enterprises's CMC Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of Commercial Metals (CMC) in Q1 2025, closing a stake of 4,436 shares — an estimated $220K sold.

Avidian Wealth Enterprises first reported a position in CMC in Q4 2021 and held it in 9 quarters. The position peaked at $522K in Q4 2023. 391 funds tracked by Wall St. Rank hold CMC as of Q1 2025.

Avidian Wealth Enterprises reported no remaining Commercial Metals position as of Q1 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,436 Commercial Metals shares in Q1 2025, an estimated $220K.
Avidian Wealth Enterprises first reported a position in Commercial Metals in Q4 2021 and held it in 9 quarters.
Avidian Wealth Enterprises's Commercial Metals position peaked at $522K in Q4 2023.
391 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.