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Avidian Wealth Enterprises’s Parsons PSN Stock Holding History

Avidian Wealth Enterprises’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,006
Closed -$310K – 489
2022
Q1 		$310K Hold
8,006
– – 0.02% 377
2021
Q4 		$269K Hold
8,006
– – 0.02% 430
2021
Q3 		$270K Buy
+8,006
New +$292K 0.02% 312

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EARNEST Partners
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Vanguard Group
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avidian Wealth Enterprises's PSN Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Parsons (PSN) in Q2 2022, closing a stake of 8,006 shares — an estimated $310K sold.

Avidian Wealth Enterprises first reported a position in PSN in Q3 2021 and held it in 3 quarters. The position peaked at $310K in Q1 2022. 175 funds tracked by Wall St. Rank hold PSN as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Parsons position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,006 Parsons shares in Q2 2022, an estimated $310K.
  • Avidian Wealth Enterprises first reported a position in Parsons in Q3 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Parsons position peaked at $310K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Parsons as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.