BHWM
KNL

Bay Harbor Wealth Management’s Knoll, Inc. KNL Stock Holding History

Bay Harbor Wealth Management’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-435
Closed -$6K – 456
2020
Q4 		$6K Hold
435
– – ﹤0.01% 277
2020
Q3 		$5K Buy
+435
New +$5.38K ﹤0.01% 266

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bay Harbor Wealth Management's KNL Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Knoll, Inc. (KNL) in Q1 2021, closing a stake of 435 shares — an estimated $6K sold.

Bay Harbor Wealth Management first reported a position in KNL in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 130 funds tracked by Wall St. Rank hold KNL as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining Knoll, Inc. position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 435 Knoll, Inc. shares in Q1 2021, an estimated $6K.
  • Bay Harbor Wealth Management first reported a position in Knoll, Inc. in Q3 2020 and held it in 2 quarters.
  • Bay Harbor Wealth Management's Knoll, Inc. position peaked at $6K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Knoll, Inc. as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.