CarsonAllaria Wealth Management’s Katapult Holdings KPLT Stock Holding History

CarsonAllaria Wealth Management’s Portfolio KPLT Stock Details KPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14	Closed	-$315	–	387
2023 Q2	$315	Hold	14	–	–	﹤0.01%	378
2023 Q1	$156	Hold	14	–	–	﹤0.01%	365
2022 Q4	$0	Hold	14	–	–	﹤0.01%	355
2022 Q3	$0	Hold	14	–	–	﹤0.01%	342
2022 Q2	$0	Hold	14	–	–	﹤0.01%	340
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	321
2021 Q4	$1K	Buy	+14	New	+$1.47K	﹤0.01%	346

Other funds holding KPLT

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CarsonAllaria Wealth Management's KPLT Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Katapult Holdings (KPLT) in Q3 2023, closing a stake of 14 shares — an estimated $315 sold.

CarsonAllaria Wealth Management first reported a position in KPLT in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 23 funds tracked by Wall St. Rank hold KPLT as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining Katapult Holdings position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 14 Katapult Holdings shares in Q3 2023, an estimated $315.
CarsonAllaria Wealth Management first reported a position in Katapult Holdings in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's Katapult Holdings position peaked at $1K in Q1 2022.
23 funds tracked by Wall St. Rank held Katapult Holdings as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.