Avantax Advisory Services’s Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, KCAC.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-12,674
Closed -$108K 1292
2021
Q3
$108K Hold
12,674
﹤0.01% 1144
2021
Q2
$132K Buy
12,674
+1,924
+18% +$20.2K ﹤0.01% 1106
2021
Q1
$110K Buy
+10,750
New +$115K ﹤0.01% 998

Avantax Advisory Services's KCAC.U Position: Q4 2021 in Review

Avantax Advisory Services sold out of Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, (KCAC.U) in Q4 2021, closing a stake of 12,674 shares — an estimated $108K sold.

Avantax Advisory Services first reported a position in KCAC.U in Q1 2021 and held it in 3 quarters. The position peaked at $132K in Q2 2021. 0 funds tracked by Wall St. Rank hold KCAC.U as of Q4 2021.

  • Avantax Advisory Services reported no remaining Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, position as of Q4 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 12,674 Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, shares in Q4 2021, an estimated $108K.
  • Avantax Advisory Services first reported a position in Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, in Q1 2021 and held it in 3 quarters.
  • Avantax Advisory Services's Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, position peaked at $132K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.