Avantax Planning Partners’s Knife River KNF Stock Holding History

Avantax Planning Partners’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,417	Closed	-$520K	–	463
2024 Q2	$520K	Sell	7,417 -82	-1%	-$6.13K	0.02%	279
2024 Q1	$608K	Sell	7,499 -112	-1%	-$7.86K	0.02%	266
2023 Q4	$504K	Sell	7,611 -44	-0.6%	-$2.5K	0.02%	236
2023 Q3	$374K	Sell	7,655 -340	-4%	-$16.1K	0.02%	255
2023 Q2	$348K	Buy	+7,995	New	+$339K	0.01%	270

Other funds holding KNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Avantax Planning Partners's KNF Position: Q3 2024 in Review

Avantax Planning Partners sold out of Knife River (KNF) in Q3 2024, closing a stake of 7,417 shares — an estimated $520K sold.

Avantax Planning Partners first reported a position in KNF in Q2 2023 and held it in 5 quarters. The position peaked at $608K in Q1 2024. 393 funds tracked by Wall St. Rank hold KNF as of Q3 2024.

Avantax Planning Partners reported no remaining Knife River position as of Q3 2024 after selling out during the quarter.
Avantax Planning Partners sold 7,417 Knife River shares in Q3 2024, an estimated $520K.
Avantax Planning Partners first reported a position in Knife River in Q2 2023 and held it in 5 quarters.
Avantax Planning Partners's Knife River position peaked at $608K in Q1 2024.
393 funds tracked by Wall St. Rank held Knife River as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.