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American Portfolios Advisors’s Kadant KAI Stock Holding History

American Portfolios Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23
Closed -$4.69K – 3561
2021
Q3 		$4.69K Hold
23
– – ﹤0.01% 2881
2021
Q2 		$4.05K Sell
23
-20
-47% -$3.52K ﹤0.01% 2910
2021
Q1 		$7.96K Buy
43
+20
+87% +$3.21K ﹤0.01% 2488
2020
Q4 		$3.24K Hold
23
– – ﹤0.01% 2574
2020
Q3 		$2.52K Buy
+23
New +$2.61K ﹤0.01% 2519

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Portfolios Advisors's KAI Position: Q4 2021 in Review

American Portfolios Advisors sold out of Kadant (KAI) in Q4 2021, closing a stake of 23 shares — an estimated $4.69K sold.

American Portfolios Advisors first reported a position in KAI in Q3 2020 and held it in 5 quarters. The position peaked at $7.96K in Q1 2021. 184 funds tracked by Wall St. Rank hold KAI as of Q4 2021.

  • American Portfolios Advisors reported no remaining Kadant position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 23 Kadant shares in Q4 2021, an estimated $4.69K.
  • American Portfolios Advisors first reported a position in Kadant in Q3 2020 and held it in 5 quarters.
  • American Portfolios Advisors's Kadant position peaked at $7.96K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Kadant as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.