AW
KAI icon

Avion Wealth’s Kadant KAI Stock Holding History

Avion Wealth’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-68
Closed -$5K – 285
2020
Q1 		$5K Buy
+68
New +$6.44K ﹤0.01% 208

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avion Wealth's KAI Position: Q2 2020 in Review

Avion Wealth sold out of Kadant (KAI) in Q2 2020, closing a stake of 68 shares — an estimated $5K sold.

Avion Wealth first reported a position in KAI in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

  • Avion Wealth reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
  • Avion Wealth sold 68 Kadant shares in Q2 2020, an estimated $5K.
  • Avion Wealth first reported a position in Kadant in Q1 2020 and held it in 1 quarter.
  • Avion Wealth's Kadant position peaked at $5K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Avion Wealth's 13F filing for Q2 2020, filed 29 Jul 2020.