9WM
KNTK icon

9258 Wealth Management’s Kinetik KNTK Stock Holding History

9258 Wealth Management’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,000
Closed -$44K – 306
2020
Q2 		$44K Hold
7,000
– – 0.02% 278
2020
Q1 		$49K Buy
7,000
+4,000
+133% +$71.8K 0.02% 266
2019
Q4 		$86K Hold
3,000
– – 0.03% 306
2019
Q3 		$85K Buy
+3,000
New +$90K 0.07% 176

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Hotchkis & Wiley Capital Management
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KACA
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Goldman Sachs
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Vanguard Group
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SOMRS
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
RHI
Richmond Hill Investments New York $192M AUM 4.11% 1-Year Est. Return