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Capital Performance Advisors’s Kaiser Aluminum KALU Stock Holding History

Capital Performance Advisors’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41
Closed -$2.97K – 1451
2024
Q3 		$2.97K Buy
+41
New +$3.15K ﹤0.01% 1361

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Performance Advisors's KALU Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kaiser Aluminum (KALU) in Q4 2024, closing a stake of 41 shares — an estimated $2.97K sold.

Capital Performance Advisors first reported a position in KALU in Q3 2024 and held it in 1 quarter. The position peaked at $2.97K in Q3 2024. 206 funds tracked by Wall St. Rank hold KALU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kaiser Aluminum position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 41 Kaiser Aluminum shares in Q4 2024, an estimated $2.97K.
  • Capital Performance Advisors first reported a position in Kaiser Aluminum in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kaiser Aluminum position peaked at $2.97K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.