AWE
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Avidian Wealth Enterprises’s Sterling Infrastructure STRL Stock Holding History

Avidian Wealth Enterprises’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,000
Closed -$279K – 422
2023
Q2 		$279K Buy
+5,000
New +$222K 0.02% 348

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avidian Wealth Enterprises's STRL Position: Q3 2023 in Review

Avidian Wealth Enterprises sold out of Sterling Infrastructure (STRL) in Q3 2023, closing a stake of 5,000 shares — an estimated $279K sold.

Avidian Wealth Enterprises first reported a position in STRL in Q2 2023 and held it in 1 quarter. The position peaked at $279K in Q2 2023. 268 funds tracked by Wall St. Rank hold STRL as of Q3 2023.

  • Avidian Wealth Enterprises reported no remaining Sterling Infrastructure position as of Q3 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,000 Sterling Infrastructure shares in Q3 2023, an estimated $279K.
  • Avidian Wealth Enterprises first reported a position in Sterling Infrastructure in Q2 2023 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Sterling Infrastructure position peaked at $279K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2023, filed 13 Oct 2023.