AWE
PICK icon

Avidian Wealth Enterprises’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Avidian Wealth Enterprises’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,883
Closed -$966K – 418
2023
Q2 		$966K Sell
23,883
-154,577
-87% -$6.31M 0.06% 183
2023
Q1 		$7.62M Buy
178,460
+172,773
+3,038% +$7.54M 0.42% 57
2022
Q4 		$233K Buy
+5,687
New +$222K 0.02% 408
2022
Q3 		– Sell
-6,191
Closed -$221K – 454
2022
Q2 		$221K Sell
6,191
-105,867
-94% -$4.72M 0.02% 403
2022
Q1 		$5.74M Buy
112,058
+29,458
+36% +$1.37M 0.36% 58
2021
Q4 		$3.52M Sell
82,600
-2,314
-3% -$97.2K 0.22% 84
2021
Q3 		$3.46M Buy
84,914
+10,029
+13% +$451K 0.26% 64
2021
Q2 		$3.38M Buy
+74,885
New +$3.47M 0.26% 64

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return