AWE
LMRK

Avidian Wealth Enterprises’s Landmark Infrastructure Partners LP Common Units LMRK Stock Holding History

Avidian Wealth Enterprises’s Portfolio LMRK Stock Details LMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,700
Closed -$175K – 572
2021
Q3 		$175K Sell
10,700
-7,756
-42% -$115K 0.01% 362
2021
Q2 		$235K Buy
18,456
+6,703
+57% +$84.5K 0.02% 343
2021
Q1 		$139K Sell
11,753
-1,018
-8% -$12.5K 0.01% 352
2020
Q4 		$137K Sell
12,771
-21,471
-63% -$226K 0.01% 317
2020
Q3 		$310K Buy
34,242
+1,782
+5% +$17.6K 0.04% 211
2020
Q2 		$321K Sell
32,460
-150
-0.5% -$1.54K 0.04% 184
2020
Q1 		$344K Buy
32,610
+400
+1% +$5.87K 0.06% 133
2019
Q4 		$528K Sell
32,210
-2,980
-8% -$50.3K 0.08% 110
2019
Q3 		$635K Buy
+35,190
New +$579K 0.1% 81

Other funds holding LMRK

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Avidian Wealth Enterprises's LMRK Position: Q4 2021 in Review

Avidian Wealth Enterprises sold out of Landmark Infrastructure Partners LP Common Units (LMRK) in Q4 2021, closing a stake of 10,700 shares — an estimated $175K sold.

Avidian Wealth Enterprises first reported a position in LMRK in Q3 2019 and held it in 9 quarters. The position peaked at $635K in Q3 2019. 4 funds tracked by Wall St. Rank hold LMRK as of Q4 2021.

  • Avidian Wealth Enterprises reported no remaining Landmark Infrastructure Partners LP Common Units position as of Q4 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,700 Landmark Infrastructure Partners LP Common Units shares in Q4 2021, an estimated $175K.
  • Avidian Wealth Enterprises first reported a position in Landmark Infrastructure Partners LP Common Units in Q3 2019 and held it in 9 quarters.
  • Avidian Wealth Enterprises's Landmark Infrastructure Partners LP Common Units position peaked at $635K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Landmark Infrastructure Partners LP Common Units as of Q4 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2021, filed 14 Feb 2022.