BKM Wealth Management’s Knife River KNF Stock Holding History

BKM Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-258	Closed	-$17.1K	–	383
2023 Q4	$17.1K	Buy	+258	New	+$14.7K	0.01%	403

Other funds holding KNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BKM Wealth Management's KNF Position: Q1 2024 in Review

BKM Wealth Management sold out of Knife River (KNF) in Q1 2024, closing a stake of 258 shares — an estimated $17.1K sold.

BKM Wealth Management first reported a position in KNF in Q4 2023 and held it in 1 quarter. The position peaked at $17.1K in Q4 2023. 382 funds tracked by Wall St. Rank hold KNF as of Q1 2024.

BKM Wealth Management reported no remaining Knife River position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 258 Knife River shares in Q1 2024, an estimated $17.1K.
BKM Wealth Management first reported a position in Knife River in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Knife River position peaked at $17.1K in Q4 2023.
382 funds tracked by Wall St. Rank held Knife River as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.