Ameriprise
KVHI icon

Ameriprise’s KVH Industries KVHI Stock Holding History

Ameriprise’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-332,408
Closed -$3.78M – 3959
2023
Q1 		$3.78M Sell
332,408
-14,287
-4% -$146K ﹤0.01% 2502
2022
Q4 		$3.54M Sell
346,695
-2,167
-0.6% -$22K ﹤0.01% 2517
2022
Q3 		$3.22M Buy
348,862
+14,632
+4% +$132K ﹤0.01% 2536
2022
Q2 		$2.91M Buy
+334,230
New +$2.72M ﹤0.01% 2634
2022
Q1 		– Sell
-497,873
Closed -$4.57M – 3988
2021
Q4 		$4.57M Sell
497,873
-13,983
-3% -$140K ﹤0.01% 2532
2021
Q3 		$4.93M Buy
511,856
+1,655
+0.3% +$18K ﹤0.01% 2395
2021
Q2 		$6.28M Sell
510,201
-74,200
-13% -$1M ﹤0.01% 2289
2021
Q1 		$7.41M Buy
584,401
+26,236
+5% +$348K ﹤0.01% 2118
2020
Q4 		$6.33M Sell
558,165
-80,262
-13% -$794K ﹤0.01% 2099
2020
Q3 		$5.75M Buy
638,427
+5,678
+0.9% +$47.6K ﹤0.01% 1978
2020
Q2 		$5.65M Buy
632,749
+133,210
+27% +$1.17M ﹤0.01% 1979
2020
Q1 		$4.71M Sell
499,539
-34,450
-6% -$353K ﹤0.01% 1954
2019
Q4 		$5.94M Buy
+533,989
New +$5.67M ﹤0.01% 2126
2013
Q4 		– Sell
-967
Closed -$13K – 5296
2013
Q3 		$13K Hold
967
– – ﹤0.01% 4711
2013
Q2 		$13K Buy
+967
New +$12.6K ﹤0.01% 4589

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise's KVHI Position: Q2 2023 in Review

Ameriprise sold out of KVH Industries (KVHI) in Q2 2023, closing a stake of 332,408 shares — an estimated $3.78M sold.

Ameriprise first reported a position in KVHI in Q2 2013 and held it in 15 quarters. The position peaked at $7.41M in Q1 2021. 73 funds tracked by Wall St. Rank hold KVHI as of Q2 2023.

  • Ameriprise reported no remaining KVH Industries position as of Q2 2023 after selling out during the quarter.
  • Ameriprise sold 332,408 KVH Industries shares in Q2 2023, an estimated $3.78M.
  • Ameriprise first reported a position in KVH Industries in Q2 2013 and held it in 15 quarters.
  • Ameriprise's KVH Industries position peaked at $7.41M in Q1 2021.
  • 73 funds tracked by Wall St. Rank held KVH Industries as of Q2 2023.

Based on Ameriprise's 13F filing for Q2 2023, filed 14 Aug 2023.