Wealth Enhancement Advisory Services
AWRE icon

Wealth Enhancement Advisory Services’s Aware AWRE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AWRE Stock Details AWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$15.8K – 3390
2025
Q1 		$15.8K Hold
10,000
– – ﹤0.01% 2927
2024
Q4 		$19.5K Hold
10,000
– – ﹤0.01% 2903
2024
Q3 		$18.7K Hold
10,000
– – ﹤0.01% 2669
2024
Q2 		$19.7K Buy
+10,000
New +$18.5K ﹤0.01% 2489

Other funds holding AWRE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's AWRE Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Aware (AWRE) in Q2 2025, closing a stake of 10,000 shares — an estimated $15.8K sold.

Wealth Enhancement Advisory Services first reported a position in AWRE in Q2 2024 and held it in 4 quarters. The position peaked at $19.7K in Q2 2024. 31 funds tracked by Wall St. Rank hold AWRE as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Aware position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,000 Aware shares in Q2 2025, an estimated $15.8K.
  • Wealth Enhancement Advisory Services first reported a position in Aware in Q2 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Aware position peaked at $19.7K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Aware as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.