AWE
KVUE icon

Avidian Wealth Enterprises’s Kenvue KVUE Stock Holding History

Avidian Wealth Enterprises’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,880
Closed -$271K – 517
2024
Q2 		$271K Buy
14,880
+4,599
+45% +$89.1K 0.01% 414
2024
Q1 		$221K Buy
+10,281
New +$209K 0.01% 405

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avidian Wealth Enterprises sold out of Kenvue (KVUE) in Q3 2024, closing a stake of 14,880 shares — an estimated $271K sold.

Avidian Wealth Enterprises first reported a position in KVUE in Q1 2024 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold KVUE as of Q3 2024.

  • Avidian Wealth Enterprises reported no remaining Kenvue position as of Q3 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 14,880 Kenvue shares in Q3 2024, an estimated $271K.
  • Avidian Wealth Enterprises first reported a position in Kenvue in Q1 2024 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Kenvue position peaked at $271K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held Kenvue as of Q3 2024.

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