AWM
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AE Wealth Management’s Kennametal KMT Stock Holding History

AE Wealth Management’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,478
Closed -$307K – 1533
2020
Q4 		$307K Sell
8,478
-8,300
-49% -$285K ﹤0.01% 1137
2020
Q3 		$486K Sell
16,778
-50
-0.3% -$1.45K 0.01% 891
2020
Q2 		$483K Buy
+16,828
New +$429K 0.01% 895

Other funds holding KMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's KMT Position: Q1 2021 in Review

AE Wealth Management sold out of Kennametal (KMT) in Q1 2021, closing a stake of 8,478 shares — an estimated $307K sold.

AE Wealth Management first reported a position in KMT in Q2 2020 and held it in 3 quarters. The position peaked at $486K in Q3 2020. 210 funds tracked by Wall St. Rank hold KMT as of Q1 2021.

  • AE Wealth Management reported no remaining Kennametal position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 8,478 Kennametal shares in Q1 2021, an estimated $307K.
  • AE Wealth Management first reported a position in Kennametal in Q2 2020 and held it in 3 quarters.
  • AE Wealth Management's Kennametal position peaked at $486K in Q3 2020.
  • 210 funds tracked by Wall St. Rank held Kennametal as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.