AWM
KBAL

Avior Wealth Management’s Kimball International KBAL Stock Holding History

Avior Wealth Management’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-160
Closed -$1K – 1332
2022
Q2 		$1K Buy
160
+2
+1% +$16 ﹤0.01% 1038
2022
Q1 		$1K Buy
158
+2
+1% +$19 ﹤0.01% 1076
2021
Q4 		$1K Buy
156
+1
+0.6% +$11 ﹤0.01% 1070
2021
Q3 		$1K Hold
155
– – ﹤0.01% 1039
2021
Q2 		$2K Buy
155
+1
+0.6% +$14 ﹤0.01% 927
2021
Q1 		$2K Buy
154
+2
+1% +$26 ﹤0.01% 924
2020
Q4 		$1K Buy
152
+1
+0.7% +$11 ﹤0.01% 955
2020
Q3 		$1K Buy
151
+1
+0.7% +$11 ﹤0.01% 901
2020
Q2 		$1K Buy
+150
New +$1.71K ﹤0.01% 875

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's KBAL Position: Q3 2022 in Review

Avior Wealth Management sold out of Kimball International (KBAL) in Q3 2022, closing a stake of 160 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in KBAL in Q2 2020 and held it in 9 quarters. The position peaked at $2K in Q2 2021. 115 funds tracked by Wall St. Rank hold KBAL as of Q3 2022.

  • Avior Wealth Management reported no remaining Kimball International position as of Q3 2022 after selling out during the quarter.
  • Avior Wealth Management sold 160 Kimball International shares in Q3 2022, an estimated $1K.
  • Avior Wealth Management first reported a position in Kimball International in Q2 2020 and held it in 9 quarters.
  • Avior Wealth Management's Kimball International position peaked at $2K in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.