ACA
KYO

Atlas Capital Advisors’s Kyocera Adr KYO Stock Holding History

Atlas Capital Advisors’s Portfolio KYO Stock Details KYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-272
Closed -$14.2K – 940
2023
Q1 		$14.2K Hold
272
– – ﹤0.01% 720
2022
Q4 		$13.5K Sell
272
-3,329
-92% -$165K ﹤0.01% 703
2022
Q3 		$181K Hold
3,601
– – 0.03% 356
2022
Q2 		$193K Sell
3,601
-131
-4% -$7.01K 0.03% 374
2022
Q1 		$209K Hold
3,732
– – 0.03% 345
2021
Q4 		$234K Hold
3,732
– – 0.03% 335
2021
Q3 		$234K Buy
3,732
+131
+4% +$8.2K 0.04% 322
2021
Q2 		$222K Buy
3,601
+177
+5% +$10.9K 0.04% 342
2021
Q1 		$219K Hold
3,424
– – 0.04% 314
2020
Q4 		$211K Sell
3,424
-215
-6% -$13.3K 0.04% 296
2020
Q3 		$209K Sell
3,639
-197
-5% -$11.3K 0.05% 285
2020
Q2 		$209K Sell
3,836
-222
-5% -$12.1K 0.05% 302
2020
Q1 		$238K Sell
4,058
-483
-11% -$28.3K 0.07% 243
2019
Q4 		$310K Hold
4,541
– – 0.08% 258
2019
Q3 		$283K Buy
4,541
+612
+16% +$38.2K 0.09% 265
2019
Q2 		$258K Hold
3,929
– – 0.08% 251
2019
Q1 		$231K Hold
3,929
– – 0.08% 243
2018
Q4 		$196K Hold
3,929
– – 0.08% 257
2018
Q3 		$234K Sell
3,929
-239
-6% -$14.3K 0.08% 271
2018
Q2 		$232K Hold
4,168
– – 0.08% 252
2018
Q1 		$236K Buy
+4,168
New +$256K 0.07% 269

Other funds holding KYO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Atlas Capital Advisors's KYO Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Kyocera Adr (KYO) in Q2 2023, closing a stake of 272 shares — an estimated $14.2K sold.

Atlas Capital Advisors first reported a position in KYO in Q1 2018 and held it in 21 quarters. The position peaked at $310K in Q4 2019. 5 funds tracked by Wall St. Rank hold KYO as of Q2 2023.

  • Atlas Capital Advisors reported no remaining Kyocera Adr position as of Q2 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 272 Kyocera Adr shares in Q2 2023, an estimated $14.2K.
  • Atlas Capital Advisors first reported a position in Kyocera Adr in Q1 2018 and held it in 21 quarters.
  • Atlas Capital Advisors's Kyocera Adr position peaked at $310K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.