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Avior Wealth Management’s Kadant KAI Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-27
Closed -$8.86K – 3015
2024
Q1 		$8.86K Buy
+27
New +$8.14K ﹤0.01% 1909

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Avior Wealth Management's KAI Position: Q2 2024 in Review

Avior Wealth Management sold out of Kadant (KAI) in Q2 2024, closing a stake of 27 shares — an estimated $8.86K sold.

Avior Wealth Management first reported a position in KAI in Q1 2024 and held it in 1 quarter. The position peaked at $8.86K in Q1 2024. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

  • Avior Wealth Management reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 27 Kadant shares in Q2 2024, an estimated $8.86K.
  • Avior Wealth Management first reported a position in Kadant in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Kadant position peaked at $8.86K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.