Amplius Wealth Advisors’s Kestrel Group KG Stock Holding History

Amplius Wealth Advisors’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-38	Closed	-$2K	–	612
2021 Q4	$2K	Buy	+38	New	+$2.4K	﹤0.01%	845

Other funds holding KG

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Amplius Wealth Advisors's KG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Kestrel Group (KG) in Q1 2022, closing a stake of 38 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in KG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 55 funds tracked by Wall St. Rank hold KG as of Q1 2022.

Amplius Wealth Advisors reported no remaining Kestrel Group position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 38 Kestrel Group shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in Kestrel Group in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Kestrel Group position peaked at $2K in Q4 2021.
55 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.