CAPTRUST Financial Advisors’s Kyocera Adr KYO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KYO Stock Details KYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-513	Closed	-$27K	–	4654
2022 Q2	$27K	Buy	513 +186	+57%	+$9.79K	﹤0.01%	3209
2022 Q1	$18K	Buy	327 +129	+65%	+$7.1K	﹤0.01%	3465
2021 Q4	$12K	Sell	198 -48	-20%	-$2.91K	﹤0.01%	3636
2021 Q3	$15K	Hold	246	–	–	﹤0.01%	3376
2021 Q2	$15K	Sell	246 -36	-13%	-$2.19K	﹤0.01%	3327
2021 Q1	$18K	Buy	282 +88	+45%	+$5.62K	﹤0.01%	3092
2020 Q4	$12K	Hold	194	–	–	﹤0.01%	2499
2020 Q3	$11K	Buy	194 +170	+708%	+$9.64K	﹤0.01%	2260
2020 Q2	$1K	Buy	+24	New	+$1K	﹤0.01%	2792

Other funds holding KYO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

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

CAPTRUST Financial Advisors sold out of Kyocera Adr (KYO) in Q3 2022, closing a stake of 513 shares — an estimated $27K sold.

CAPTRUST Financial Advisors first reported a position in KYO in Q2 2020 and held it in 9 quarters. The position peaked at $27K in Q2 2022. 3 funds tracked by Wall St. Rank hold KYO as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Kyocera Adr position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 513 Kyocera Adr shares in Q3 2022, an estimated $27K.
CAPTRUST Financial Advisors first reported a position in Kyocera Adr in Q2 2020 and held it in 9 quarters.
CAPTRUST Financial Advisors's Kyocera Adr position peaked at $27K in Q2 2022.
3 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2022.

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