Avidian Wealth Enterprises’s Generac Holdings GNRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,850	Closed	-$725K	–	103
2018 Q3	$725K	Buy	12,850 +248	+2%	+$13.6K	0.23%	44
2018 Q2	$652K	Buy	12,602 +2,804	+29%	+$136K	0.21%	44
2018 Q1	$450K	Buy	9,798 +262	+3%	+$12.5K	0.15%	56
2017 Q4	$472	Sell	9,536 -652	-6%	-$32.4K	0.13%	50
2017 Q3	$468K	Buy	+10,188	New	+$400K	0.18%	47

Other funds holding GNRC

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Avidian Wealth Enterprises sold out of Generac Holdings (GNRC) in Q4 2018, closing a stake of 12,850 shares — an estimated $725K sold.

Avidian Wealth Enterprises first reported a position in GNRC in Q3 2017 and held it in 5 quarters. The position peaked at $725K in Q3 2018. 289 funds tracked by Wall St. Rank hold GNRC as of Q4 2018.

Avidian Wealth Enterprises reported no remaining Generac Holdings position as of Q4 2018 after selling out during the quarter.
Avidian Wealth Enterprises sold 12,850 Generac Holdings shares in Q4 2018, an estimated $725K.
Avidian Wealth Enterprises first reported a position in Generac Holdings in Q3 2017 and held it in 5 quarters.
Avidian Wealth Enterprises's Generac Holdings position peaked at $725K in Q3 2018.
289 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2018.

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