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Blue Bell Private Wealth Management’s KVH Industries KVHI Stock Holding History

Blue Bell Private Wealth Management’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$914 – 693
2023
Q2 		$914 Hold
100
– – ﹤0.01% 641
2023
Q1 		$1.14K Hold
100
– – ﹤0.01% 604
2022
Q4 		$1.02K Hold
100
– – ﹤0.01% 632
2022
Q3 		$1K Hold
100
– – ﹤0.01% 689
2022
Q2 		$1K Hold
100
– – ﹤0.01% 741
2022
Q1 		$1K Hold
100
– – ﹤0.01% 802
2021
Q4 		$1K Buy
+100
New +$1K ﹤0.01% 791

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Blue Bell Private Wealth Management's KVHI Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of KVH Industries (KVHI) in Q3 2023, closing a stake of 100 shares — an estimated $914 sold.

Blue Bell Private Wealth Management first reported a position in KVHI in Q4 2021 and held it in 7 quarters. The position peaked at $1.14K in Q1 2023. 70 funds tracked by Wall St. Rank hold KVHI as of Q3 2023.

  • Blue Bell Private Wealth Management reported no remaining KVH Industries position as of Q3 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 KVH Industries shares in Q3 2023, an estimated $914.
  • Blue Bell Private Wealth Management first reported a position in KVH Industries in Q4 2021 and held it in 7 quarters.
  • Blue Bell Private Wealth Management's KVH Industries position peaked at $1.14K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held KVH Industries as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.