AWE
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Avidian Wealth Enterprises’s Corcept Therapeutics CORT Stock Holding History

Avidian Wealth Enterprises’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-24,149
Closed -$436K – 103
2017
Q4 		$436K Sell
24,149
-10,700
-31% -$194K 0.12% 58
2017
Q3 		$673K Sell
34,849
-8,409
-19% -$125K 0.26% 32
2017
Q2 		$510K Buy
+43,258
New +$470K 0.21% 37

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avidian Wealth Enterprises's CORT Position: Q1 2018 in Review

Avidian Wealth Enterprises sold out of Corcept Therapeutics (CORT) in Q1 2018, closing a stake of 24,149 shares — an estimated $436K sold.

Avidian Wealth Enterprises first reported a position in CORT in Q2 2017 and held it in 3 quarters. The position peaked at $673K in Q3 2017. 212 funds tracked by Wall St. Rank hold CORT as of Q1 2018.

  • Avidian Wealth Enterprises reported no remaining Corcept Therapeutics position as of Q1 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 24,149 Corcept Therapeutics shares in Q1 2018, an estimated $436K.
  • Avidian Wealth Enterprises first reported a position in Corcept Therapeutics in Q2 2017 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Corcept Therapeutics position peaked at $673K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q1 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2018, filed 15 May 2018.