CAPTRUST Financial Advisors
PKOH icon

CAPTRUST Financial Advisors’s Park-Ohio Holdings PKOH Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-153
Closed -$2K – 3490
2022
Q2 		$2K Sell
153
-120
-44% -$1.69K ﹤0.01% 4499
2022
Q1 		$4K Sell
273
-178
-39% -$3.21K ﹤0.01% 4264
2021
Q4 		$10K Sell
451
-138
-23% -$3.13K ﹤0.01% 3720
2021
Q3 		$15K Buy
589
+94
+19% +$2.55K ﹤0.01% 3362
2021
Q2 		$16K Buy
495
+14
+3% +$493 ﹤0.01% 3270
2021
Q1 		$15K Buy
+481
New +$15.9K ﹤0.01% 3201
2019
Q4 		– Sell
-175
Closed -$5K – 1577
2019
Q3 		$5K Hold
175
– – ﹤0.01% 1657
2019
Q2 		$6K Hold
175
– – ﹤0.01% 1618
2019
Q1 		$6K Buy
+175
New +$5.67K ﹤0.01% 1500

Other funds holding PKOH

CWA
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PMG
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return