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KVHI icon

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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $115M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return