AWE
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Avidian Wealth Enterprises’s The Joint Corp JYNT Stock Holding History

Avidian Wealth Enterprises’s Portfolio JYNT Stock Details JYNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,571
Closed -$330K – 385
2020
Q4 		$330K Sell
12,571
-3,908
-24% -$89.4K 0.03% 243
2020
Q3 		$287K Sell
16,479
-9,332
-36% -$152K 0.03% 224
2020
Q2 		$394K Buy
25,811
+14,442
+127% +$189K 0.05% 156
2020
Q1 		$123K Buy
+11,369
New +$167K 0.02% 199

Other funds holding JYNT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avidian Wealth Enterprises's JYNT Position: Q1 2021 in Review

Avidian Wealth Enterprises sold out of The Joint Corp (JYNT) in Q1 2021, closing a stake of 12,571 shares — an estimated $330K sold.

Avidian Wealth Enterprises first reported a position in JYNT in Q1 2020 and held it in 4 quarters. The position peaked at $394K in Q2 2020. 108 funds tracked by Wall St. Rank hold JYNT as of Q1 2021.

  • Avidian Wealth Enterprises reported no remaining The Joint Corp position as of Q1 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,571 The Joint Corp shares in Q1 2021, an estimated $330K.
  • Avidian Wealth Enterprises first reported a position in The Joint Corp in Q1 2020 and held it in 4 quarters.
  • Avidian Wealth Enterprises's The Joint Corp position peaked at $394K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held The Joint Corp as of Q1 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2021, filed 5 May 2021.