CWC
KA

Carolinas Wealth Consulting’s Kineta, Inc. Common Stock KA Stock Holding History

Carolinas Wealth Consulting’s Portfolio KA Stock Details KA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 1109
2022
Q3 		$0 Hold
1
– – ﹤0.01% 954
2022
Q2 		$0 Hold
1
– – ﹤0.01% 965
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1029
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1023
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1011
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1019
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1009
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1046
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1012
2020
Q2 		$0 Buy
+1
New +$204 ﹤0.01% 727

Other funds holding KA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Carolinas Wealth Consulting's KA Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Kineta, Inc. Common Stock (KA) in Q4 2022, closing a stake of 1 share.

Carolinas Wealth Consulting first reported a position in KA in Q2 2020 and held it in 10 quarters. The position peaked at $0 in Q3 2022. 13 funds tracked by Wall St. Rank hold KA as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining Kineta, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Kineta, Inc. Common Stock share in Q4 2022.
  • Carolinas Wealth Consulting first reported a position in Kineta, Inc. Common Stock in Q2 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Kineta, Inc. Common Stock position peaked at $0 in Q3 2022.
  • 13 funds tracked by Wall St. Rank held Kineta, Inc. Common Stock as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.