AWE
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Avidian Wealth Enterprises’s FirstCash FCFS Stock Holding History

Avidian Wealth Enterprises’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,306
Closed -$1.09M – 102
2018
Q3 		$1.09M Buy
13,306
+2,591
+24% +$218K 0.34% 32
2018
Q2 		$962K Buy
+10,715
New +$948K 0.3% 33

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's FCFS Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of FirstCash (FCFS) in Q4 2018, closing a stake of 13,306 shares — an estimated $1.09M sold.

Avidian Wealth Enterprises first reported a position in FCFS in Q2 2018 and held it in 2 quarters. The position peaked at $1.09M in Q3 2018. 253 funds tracked by Wall St. Rank hold FCFS as of Q4 2018.

  • Avidian Wealth Enterprises reported no remaining FirstCash position as of Q4 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,306 FirstCash shares in Q4 2018, an estimated $1.09M.
  • Avidian Wealth Enterprises first reported a position in FirstCash in Q2 2018 and held it in 2 quarters.
  • Avidian Wealth Enterprises's FirstCash position peaked at $1.09M in Q3 2018.
  • 253 funds tracked by Wall St. Rank held FirstCash as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.