Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SEIC
Sei Investments CO

Financial Services
Q1 2020 Filed on Apr 22, 2020
11,046
$36.59 - $69.24 $404K - $765K
TRN
Trinity Industries Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
20,522
$15.28 - $23.3 $314K - $478K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
1,914
$78.28 - $155.73 $150K - $298K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
10,947
$26.87 - $49.33 $294K - $540K
Arch Coal Inc
Q1 2020 Filed on Apr 22, 2020
3,308
N/A
Encana Corp
Q4 2019 Filed on Feb 13, 2020
55,352
N/A
SMPL
Simply Good Foods CO

Consumer Defensive
Q4 2019 Filed on Feb 13, 2020
16,926
$23.22 - $28.69 $393K - $486K
THR
Thermon Group Holdings, Inc.

Industrials
Q4 2019 Filed on Feb 13, 2020
45,959
$21.84 - $27.33 $1M - $1.26M
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2019 Filed on Feb 13, 2020
19,653
N/A
MTH
Meritage Homes Corp

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
8,287
$61.11 - $76.38 $506K - $633K
LAUR
Laureate Education, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 13, 2020
31,429
$15.25 - $17.95 $479K - $564K
Bmc Stk Hldgs Inc
Q4 2019 Filed on Feb 13, 2020
23,325
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
6,747
$81.18 - $99.96 $548K - $674K
BCOR
Blucora, Inc.

Financial Services
Q4 2019 Filed on Feb 13, 2020
48,962
$19.17 - $26.29 $939K - $1.29M
NSIT
Insight Enterprises Inc

Technology
Q4 2019 Filed on Feb 13, 2020
21,940
$55.08 - $71.44 $1.21M - $1.57M
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2019 Filed on Feb 13, 2020
4,206
$116.68 - $125.33 $491K - $527K
Tribune Media CO
Q3 2019 Filed on Nov 14, 2019
17,770
N/A
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q3 2019 Filed on Nov 14, 2019
23,522
$13.09 - $13.74 $308K - $323K
BHC
Bausch Health Companies Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
12,450
$20.88 - $25.66 $260K - $319K
EEMA
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Nov 14, 2019
4,525
$59.94 - $67.14 $271K - $304K
INCY
Incyte Corp

Healthcare
Q3 2019 Filed on Nov 14, 2019
6,734
$72.82 - $86.52 $490K - $583K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
5,698
$132.94 - $179.06 $757K - $1.02M
ATRO
Astronics Corp

Industrials
Q3 2019 Filed on Nov 14, 2019
17,625
$26.08 - $41.86 $460K - $738K
CHE
Chemed Corp

Healthcare
Q3 2019 Filed on Nov 14, 2019
3,116
$364.54 - $439.82 $1.14M - $1.37M
PHM
Pultegroup Inc

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
26,991
$30.69 - $36.55 $828K - $987K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q3 2019 Filed on Nov 14, 2019
4,089
$86.74 - $90.41 $355K - $370K
GTE
Gran Tierra Energy Inc.

Energy
Q3 2019 Filed on Nov 14, 2019
10,000
$1.21 - $1.65 $12.1K - $16.5K
Ishares Inc
Q3 2019 Filed on Nov 14, 2019
410,168
N/A
HSC
Harsco Corp

Industrials
Q3 2019 Filed on Nov 14, 2019
23,599
$16.56 - $27.39 $391K - $646K
HOLI
Hollysys Automation Technologies, Ltd.

Industrials
Q3 2019 Filed on Nov 14, 2019
35,477
$14.69 - $19.45 $521K - $690K
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2019 Filed on Aug 14, 2019
1,258
$215.53 - $275.33 $271K - $346K
MSCI
Msci Inc.

Financial Services
Q2 2019 Filed on Aug 14, 2019
6,278
$201.88 - $243.99 $1.27M - $1.53M
PH
Parker Hannifin Corp

Industrials
Q2 2019 Filed on Aug 14, 2019
3,928
$152.32 - $189.93 $598K - $746K
STAA
Staar Surgical CO

Healthcare
Q2 2019 Filed on Aug 14, 2019
32,200
$23.08 - $37.01 $743K - $1.19M
GPRK
Geo Park LTD

Energy
Q2 2019 Filed on Aug 14, 2019
15,000
$15.01 - $18.99 $225K - $285K
EFX
Equifax Inc

Industrials
Q2 2019 Filed on Aug 14, 2019
2,000
$116.43 - $135.24 $233K - $270K
Harris Corp Del
Q2 2019 Filed on Aug 14, 2019
4,939
N/A
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 14, 2019
32,695
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
19,725
$38.49 - $47.54 $759K - $938K
IDA
Idacorp Inc

Utilities
Q2 2019 Filed on Aug 14, 2019
2,787
$96.36 - $105.62 $269K - $294K
LPX
Louisiana Pacific Corp

Industrials
Q1 2019 Filed on May 15, 2019
12,764
$21.21 - $26.79 $271K - $342K
OLN
Olin Corp

Basic Materials
Q1 2019 Filed on May 15, 2019
15,761
$20.1 - $27.12 $317K - $427K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
35,502
$33.2 - $37.68 $1.18M - $1.34M
MKSI
Mks Instruments Inc

Technology
Q4 2018 Filed on Feb 14, 2019
27,489
$57.0 - $81.38 $1.57M - $2.24M
DOV
Dover Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
8,788
$66.53 - $88.16 $585K - $775K
Stamps Com Inc
Q4 2018 Filed on Feb 14, 2019
9,711
N/A
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
15,220
N/A
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
621,016
N/A
IEX
Idex Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
4,922
$118.64 - $151.11 $584K - $744K
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