AWE
POOL icon

Avidian Wealth Enterprises’s Pool Corp POOL Stock Holding History

Avidian Wealth Enterprises’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-605
Closed -$228K – 532
2024
Q3 		$228K Buy
+605
New +$209K 0.01% 459
2024
Q2 		– Sell
-636
Closed -$257K – 519
2024
Q1 		$257K Buy
636
+10
+2% +$3.91K 0.01% 383
2023
Q4 		$250K Hold
626
– – 0.02% 374
2023
Q3 		$223K Hold
626
– – 0.02% 370
2023
Q2 		$235K Buy
+626
New +$214K 0.02% 382
2022
Q2 		– Sell
-893
Closed -$378K – 490
2022
Q1 		$378K Sell
893
-40
-4% -$18.7K 0.02% 353
2021
Q4 		$528K Buy
+933
New +$489K 0.03% 289
2018
Q2 		– Sell
-4,467
Closed -$653K – 112
2018
Q1 		$653K Buy
+4,467
New +$615K 0.22% 39

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JP Morgan Chase
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Wellington Management Group
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return