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Beacon Pointe Advisors’s Kadant KAI Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-760
Closed -$223K – 1267
2024
Q2 		$223K Buy
760
+104
+16% +$29.6K ﹤0.01% 1157
2024
Q1 		$215K Sell
656
-85
-11% -$25.6K ﹤0.01% 1239
2023
Q4 		$208K Buy
+741
New +$185K ﹤0.01% 1213
2022
Q1 		– Sell
-945
Closed -$218K – 1217
2021
Q4 		$218K Sell
945
-86
-8% -$19.2K 0.01% 848
2021
Q3 		$210K Buy
+1,031
New +$203K 0.01% 844

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Pointe Advisors's KAI Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Kadant (KAI) in Q3 2024, closing a stake of 760 shares — an estimated $223K sold.

Beacon Pointe Advisors first reported a position in KAI in Q3 2021 and held it in 5 quarters. The position peaked at $223K in Q2 2024. 280 funds tracked by Wall St. Rank hold KAI as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Kadant position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 760 Kadant shares in Q3 2024, an estimated $223K.
  • Beacon Pointe Advisors first reported a position in Kadant in Q3 2021 and held it in 5 quarters.
  • Beacon Pointe Advisors's Kadant position peaked at $223K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Kadant as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.