AWE
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Avidian Wealth Enterprises’s Root ROOT Stock Holding History

Avidian Wealth Enterprises’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,732
Closed -$397K – 407
2021
Q1 		$397K Buy
1,732
+1,055
+156% +$319K 0.03% 243
2020
Q4 		$191K Buy
+677
New +$223K 0.02% 309

Other funds holding ROOT

DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Avidian Wealth Enterprises's ROOT Position: Q2 2021 in Review

Avidian Wealth Enterprises sold out of Root (ROOT) in Q2 2021, closing a stake of 1,732 shares — an estimated $397K sold.

Avidian Wealth Enterprises first reported a position in ROOT in Q4 2020 and held it in 2 quarters. The position peaked at $397K in Q1 2021. 94 funds tracked by Wall St. Rank hold ROOT as of Q2 2021.

  • Avidian Wealth Enterprises reported no remaining Root position as of Q2 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,732 Root shares in Q2 2021, an estimated $397K.
  • Avidian Wealth Enterprises first reported a position in Root in Q4 2020 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Root position peaked at $397K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Root as of Q2 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2021, filed 9 Aug 2021.