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Avidian Wealth Enterprises’s Kosmos Energy KOS Stock Holding History

Avidian Wealth Enterprises’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,612
Closed -$56.8K – 538
2024
Q4 		$56.8K Buy
16,612
+188
+1% +$715 ﹤0.01% 502
2024
Q3 		$66.2K Buy
16,424
+4,921
+43% +$24K ﹤0.01% 493
2024
Q2 		$63.7K Buy
+11,503
New +$67.1K ﹤0.01% 494

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avidian Wealth Enterprises's KOS Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of Kosmos Energy (KOS) in Q1 2025, closing a stake of 16,612 shares — an estimated $56.8K sold.

Avidian Wealth Enterprises first reported a position in KOS in Q2 2024 and held it in 3 quarters. The position peaked at $66.2K in Q3 2024. 252 funds tracked by Wall St. Rank hold KOS as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining Kosmos Energy position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,612 Kosmos Energy shares in Q1 2025, an estimated $56.8K.
  • Avidian Wealth Enterprises first reported a position in Kosmos Energy in Q2 2024 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Kosmos Energy position peaked at $66.2K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.