BWL
KNBE

Bogart Wealth LLC’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

Bogart Wealth LLC’s Portfolio KNBE Stock Details KNBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 1237
2022
Q3 		$1K Buy
+50
New +$921 ﹤0.01% 975

Other funds holding KNBE

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bogart Wealth LLC's KNBE Position: Q4 2022 in Review

Bogart Wealth LLC sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in KNBE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 178 funds tracked by Wall St. Rank hold KNBE as of Q4 2022.

  • Bogart Wealth LLC reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 50 KnowBe4, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in KnowBe4, Inc. Class A Common Stock in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's KnowBe4, Inc. Class A Common Stock position peaked at $1K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.