CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s KULR Technology Group KULR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$3K – 3131
2022
Q2 		$3K Hold
250
– – ﹤0.01% 4306
2022
Q1 		$4K Hold
250
– – ﹤0.01% 4252
2021
Q4 		$6K Hold
250
– – ﹤0.01% 3992
2021
Q3 		$4K Hold
250
– – ﹤0.01% 4034
2021
Q2 		$5K Buy
+250
New +$4.88K ﹤0.01% 3861

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors's KULR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of KULR Technology Group (KULR) in Q3 2022, closing a stake of 250 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in KULR in Q2 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 35 funds tracked by Wall St. Rank hold KULR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining KULR Technology Group position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 250 KULR Technology Group shares in Q3 2022, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in KULR Technology Group in Q2 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's KULR Technology Group position peaked at $6K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held KULR Technology Group as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.