Avidian Wealth Enterprises’s Steris STE Stock Holding History

Avidian Wealth Enterprises’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,010	Closed	-$308K	–	303
2020 Q2	$308K	Buy	+2,010	New	+$306K	0.04%	190

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's STE Position: Q3 2020 in Review

Avidian Wealth Enterprises sold out of Steris (STE) in Q3 2020, closing a stake of 2,010 shares — an estimated $308K sold.

Avidian Wealth Enterprises first reported a position in STE in Q2 2020 and held it in 1 quarter. The position peaked at $308K in Q2 2020. 566 funds tracked by Wall St. Rank hold STE as of Q3 2020.

Avidian Wealth Enterprises reported no remaining Steris position as of Q3 2020 after selling out during the quarter.
Avidian Wealth Enterprises sold 2,010 Steris shares in Q3 2020, an estimated $308K.
Avidian Wealth Enterprises first reported a position in Steris in Q2 2020 and held it in 1 quarter.
Avidian Wealth Enterprises's Steris position peaked at $308K in Q2 2020.
566 funds tracked by Wall St. Rank held Steris as of Q3 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2020, filed 6 Nov 2020.