AWE
HOLI

Avidian Wealth Enterprises’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

Avidian Wealth Enterprises’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-35,477
Closed -$674K – 210
2019
Q2 		$674K Buy
+35,477
New +$688K 0.16% 52

Other funds holding HOLI

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Avidian Wealth Enterprises's HOLI Position: Q3 2019 in Review

Avidian Wealth Enterprises sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q3 2019, closing a stake of 35,477 shares — an estimated $674K sold.

Avidian Wealth Enterprises first reported a position in HOLI in Q2 2019 and held it in 1 quarter. The position peaked at $674K in Q2 2019. 96 funds tracked by Wall St. Rank hold HOLI as of Q3 2019.

  • Avidian Wealth Enterprises reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q3 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 35,477 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q3 2019, an estimated $674K.
  • Avidian Wealth Enterprises first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q2 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $674K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q3 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2019, filed 14 Nov 2019.