CAPTRUST Financial Advisors
KVHI icon

CAPTRUST Financial Advisors’s KVH Industries KVHI Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-675
Closed -$6K – 5043
2022
Q1 		$6K Buy
675
+233
+53% +$2.08K ﹤0.01% 4075
2021
Q4 		$4K Hold
442
– – ﹤0.01% 4176
2021
Q3 		$4K Sell
442
-1,543
-78% -$16.7K ﹤0.01% 4035
2021
Q2 		$24K Hold
1,985
– – ﹤0.01% 2978
2021
Q1 		$25K Buy
1,985
+485
+32% +$6.43K ﹤0.01% 2863
2020
Q4 		$17K Sell
1,500
-900
-38% -$8.9K ﹤0.01% 2327
2020
Q3 		$22K Hold
2,400
– – ﹤0.01% 1931
2020
Q2 		$20K Buy
+2,400
New +$21.1K ﹤0.01% 1939

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CAPTRUST Financial Advisors's KVHI Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of KVH Industries (KVHI) in Q2 2022, closing a stake of 675 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in KVHI in Q2 2020 and held it in 8 quarters. The position peaked at $25K in Q1 2021. 59 funds tracked by Wall St. Rank hold KVHI as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining KVH Industries position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 675 KVH Industries shares in Q2 2022, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in KVH Industries in Q2 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's KVH Industries position peaked at $25K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held KVH Industries as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.