Capital Performance Advisors’s Kaltura KLTR Stock Holding History

Capital Performance Advisors’s Portfolio KLTR Stock Details KLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-282	Closed	-$384	–	1474
2024 Q3	$384	Buy	+282	New	+$347	﹤0.01%	2367

Other funds holding KLTR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AVM

Avalon Ventures Management La Jolla, California $14.2M AUM 9.35% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of Kaltura (KLTR) in Q4 2024, closing a stake of 282 shares — an estimated $384 sold.

Capital Performance Advisors first reported a position in KLTR in Q3 2024 and held it in 1 quarter. The position peaked at $384 in Q3 2024. 82 funds tracked by Wall St. Rank hold KLTR as of Q4 2024.

Capital Performance Advisors reported no remaining Kaltura position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 282 Kaltura shares in Q4 2024, an estimated $384.
Capital Performance Advisors first reported a position in Kaltura in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Kaltura position peaked at $384 in Q3 2024.
82 funds tracked by Wall St. Rank held Kaltura as of Q4 2024.

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