AWE
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Avidian Wealth Enterprises’s loanDepot LDI Stock Holding History

Avidian Wealth Enterprises’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-17,098
Closed -$220K – 409
2021
Q2 		$220K Sell
17,098
-902
-5% -$14.7K 0.02% 356
2021
Q1 		$359K Buy
+18,000
New +$383K 0.03% 258

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LNC
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LCM
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Morgan Stanley
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MWNA
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Renaissance Technologies
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OQS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avidian Wealth Enterprises's LDI Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of loanDepot (LDI) in Q3 2021, closing a stake of 17,098 shares — an estimated $220K sold.

Avidian Wealth Enterprises first reported a position in LDI in Q1 2021 and held it in 2 quarters. The position peaked at $359K in Q1 2021. 46 funds tracked by Wall St. Rank hold LDI as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining loanDepot position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 17,098 loanDepot shares in Q3 2021, an estimated $220K.
  • Avidian Wealth Enterprises first reported a position in loanDepot in Q1 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's loanDepot position peaked at $359K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held loanDepot as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.