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Avior Wealth Management’s Kennametal KMT Stock Holding History

Avior Wealth Management’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-444
Closed -$11.1K – 3027
2024
Q1 		$11.1K Buy
+444
New +$10.9K ﹤0.01% 1831
2023
Q4 		– Sell
-152
Closed -$3.78K – 1615
2023
Q3 		$3.78K Hold
152
– – ﹤0.01% 1271
2023
Q2 		$4.32K Buy
+152
New +$4.08K ﹤0.01% 1212

Other funds holding KMT

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Avior Wealth Management sold out of Kennametal (KMT) in Q2 2024, closing a stake of 444 shares — an estimated $11.1K sold.

Avior Wealth Management first reported a position in KMT in Q2 2023 and held it in 3 quarters. The position peaked at $11.1K in Q1 2024. 223 funds tracked by Wall St. Rank hold KMT as of Q2 2024.

  • Avior Wealth Management reported no remaining Kennametal position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 444 Kennametal shares in Q2 2024, an estimated $11.1K.
  • Avior Wealth Management first reported a position in Kennametal in Q2 2023 and held it in 3 quarters.
  • Avior Wealth Management's Kennametal position peaked at $11.1K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Kennametal as of Q2 2024.

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