AWM
KA

Avior Wealth Management’s Kineta, Inc. Common Stock KA Stock Holding History

Avior Wealth Management’s Portfolio KA Stock Details KA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-46
Closed – – 1341
2022
Q3 		$0 Hold
46
– – ﹤0.01% 1321
2022
Q2 		$0 Hold
46
– – ﹤0.01% 1258
2022
Q1 		$0 Hold
46
– – ﹤0.01% 1269
2021
Q4 		$0 Hold
46
– – ﹤0.01% 1253
2021
Q3 		$3K Hold
46
– – ﹤0.01% 918
2021
Q2 		$3K Hold
46
– – ﹤0.01% 880
2021
Q1 		$5K Hold
46
– – ﹤0.01% 837
2020
Q4 		$5K Hold
46
– – ﹤0.01% 796
2020
Q3 		$7K Buy
46
+10
+28% +$1.88K ﹤0.01% 728
2020
Q2 		$6K Buy
+36
New +$7.35K ﹤0.01% 713

Other funds holding KA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Avior Wealth Management's KA Position: Q4 2022 in Review

Avior Wealth Management sold out of Kineta, Inc. Common Stock (KA) in Q4 2022, closing a stake of 46 shares.

Avior Wealth Management first reported a position in KA in Q2 2020 and held it in 10 quarters. The position peaked at $7K in Q3 2020. 13 funds tracked by Wall St. Rank hold KA as of Q4 2022.

  • Avior Wealth Management reported no remaining Kineta, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 46 Kineta, Inc. Common Stock shares in Q4 2022.
  • Avior Wealth Management first reported a position in Kineta, Inc. Common Stock in Q2 2020 and held it in 10 quarters.
  • Avior Wealth Management's Kineta, Inc. Common Stock position peaked at $7K in Q3 2020.
  • 13 funds tracked by Wall St. Rank held Kineta, Inc. Common Stock as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.