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Capital Performance Advisors’s KVH Industries KVHI Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-1,000
Closed -$4.83K – 1501
2024
Q3 		$4.83K Buy
+1,000
New +$4.55K ﹤0.01% 1125

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Capital Performance Advisors sold out of KVH Industries (KVHI) in Q4 2024, closing a stake of 1,000 shares — an estimated $4.83K sold.

Capital Performance Advisors first reported a position in KVHI in Q3 2024 and held it in 1 quarter. The position peaked at $4.83K in Q3 2024. 51 funds tracked by Wall St. Rank hold KVHI as of Q4 2024.

  • Capital Performance Advisors reported no remaining KVH Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,000 KVH Industries shares in Q4 2024, an estimated $4.83K.
  • Capital Performance Advisors first reported a position in KVH Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's KVH Industries position peaked at $4.83K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held KVH Industries as of Q4 2024.

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