AWE
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Avidian Wealth Enterprises’s Integra LifeSciences IART Stock Holding History

Avidian Wealth Enterprises’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,302
Closed -$520K – 107
2017
Q3 		$520K Buy
+10,302
New +$529K 0.2% 41

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's IART Position: Q4 2017 in Review

Avidian Wealth Enterprises sold out of Integra LifeSciences (IART) in Q4 2017, closing a stake of 10,302 shares — an estimated $520K sold.

Avidian Wealth Enterprises first reported a position in IART in Q3 2017 and held it in 1 quarter. The position peaked at $520K in Q3 2017. 221 funds tracked by Wall St. Rank hold IART as of Q4 2017.

  • Avidian Wealth Enterprises reported no remaining Integra LifeSciences position as of Q4 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,302 Integra LifeSciences shares in Q4 2017, an estimated $520K.
  • Avidian Wealth Enterprises first reported a position in Integra LifeSciences in Q3 2017 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Integra LifeSciences position peaked at $520K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2017, filed 14 Feb 2018.