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Capital Asset Advisory Services’s Kadant KAI Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-118
Closed -$17K – 1091
2020
Q4 		$17K Buy
+118
New +$15K ﹤0.01% 920

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Asset Advisory Services's KAI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Kadant (KAI) in Q1 2021, closing a stake of 118 shares — an estimated $17K sold.

Capital Asset Advisory Services first reported a position in KAI in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 160 funds tracked by Wall St. Rank hold KAI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Kadant position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 118 Kadant shares in Q1 2021, an estimated $17K.
  • Capital Asset Advisory Services first reported a position in Kadant in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Kadant position peaked at $17K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Kadant as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.