AWE
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Avidian Wealth Enterprises’s Timken Company TKR Stock Holding History

Avidian Wealth Enterprises’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,732
Closed -$230K – 538
2024
Q3 		$230K Sell
2,732
-228
-8% -$18.8K 0.01% 455
2024
Q2 		$237K Buy
2,960
+268
+10% +$23.1K 0.01% 444
2024
Q1 		$235K Buy
+2,692
New +$222K 0.01% 395

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Avidian Wealth Enterprises's TKR Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Timken Company (TKR) in Q4 2024, closing a stake of 2,732 shares — an estimated $230K sold.

Avidian Wealth Enterprises first reported a position in TKR in Q1 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2024. 438 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,732 Timken Company shares in Q4 2024, an estimated $230K.
  • Avidian Wealth Enterprises first reported a position in Timken Company in Q1 2024 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Timken Company position peaked at $237K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.