AWE
MSP

Avidian Wealth Enterprises’s Datto Holding Corp. MSP Stock Holding History

Avidian Wealth Enterprises’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,000
Closed -$513K – 409
2020
Q4 		$513K Buy
+19,000
New +$538K 0.05% 180

Other funds holding MSP

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Avidian Wealth Enterprises sold out of Datto Holding Corp. (MSP) in Q1 2021, closing a stake of 19,000 shares — an estimated $513K sold.

Avidian Wealth Enterprises first reported a position in MSP in Q4 2020 and held it in 1 quarter. The position peaked at $513K in Q4 2020. 89 funds tracked by Wall St. Rank hold MSP as of Q1 2021.

  • Avidian Wealth Enterprises reported no remaining Datto Holding Corp. position as of Q1 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 19,000 Datto Holding Corp. shares in Q1 2021, an estimated $513K.
  • Avidian Wealth Enterprises first reported a position in Datto Holding Corp. in Q4 2020 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Datto Holding Corp. position peaked at $513K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Datto Holding Corp. as of Q1 2021.

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