AWE
HEPS

Avidian Wealth Enterprises’s D-Market Electronic Services & Trading HEPS Stock Holding History

Avidian Wealth Enterprises’s Portfolio HEPS Stock Details HEPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,638
Closed -$23.5K – 514
2024
Q2 		$23.5K Hold
10,638
– – ﹤0.01% 498
2024
Q1 		$16K Hold
10,638
– – ﹤0.01% 440
2023
Q4 		$19.1K Hold
10,638
– – ﹤0.01% 416
2023
Q3 		$14.1K Hold
10,638
– – ﹤0.01% 396
2023
Q2 		$17.9K Hold
10,638
– – ﹤0.01% 410
2023
Q1 		$14.3K Hold
10,638
– – ﹤0.01% 474
2022
Q4 		$7.02K Sell
10,638
-26,355
-71% -$19.4K ﹤0.01% 446
2022
Q3 		$36K Hold
36,993
– – ﹤0.01% 415
2022
Q2 		$22K Buy
+36,993
New +$53.8K ﹤0.01% 449

Other funds holding HEPS

HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avidian Wealth Enterprises's HEPS Position: Q3 2024 in Review

Avidian Wealth Enterprises sold out of D-Market Electronic Services & Trading (HEPS) in Q3 2024, closing a stake of 10,638 shares — an estimated $23.5K sold.

Avidian Wealth Enterprises first reported a position in HEPS in Q2 2022 and held it in 9 quarters. The position peaked at $36K in Q3 2022. 41 funds tracked by Wall St. Rank hold HEPS as of Q3 2024.

  • Avidian Wealth Enterprises reported no remaining D-Market Electronic Services & Trading position as of Q3 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,638 D-Market Electronic Services & Trading shares in Q3 2024, an estimated $23.5K.
  • Avidian Wealth Enterprises first reported a position in D-Market Electronic Services & Trading in Q2 2022 and held it in 9 quarters.
  • Avidian Wealth Enterprises's D-Market Electronic Services & Trading position peaked at $36K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held D-Market Electronic Services & Trading as of Q3 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2024, filed 30 Oct 2024.