CarsonAllaria Wealth Management’s Kura Sushi USA KRUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$6.61K	–	370
2023 Q3	$6.61K	Hold	100	–	–	0.01%	235
2023 Q2	$9.29K	Hold	100	–	–	0.01%	225
2023 Q1	$6.58K	Hold	100	–	–	0.01%	239
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	233
2022 Q3	$7K	Hold	100	–	–	0.01%	213
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	231
2022 Q1	$6K	Hold	100	–	–	0.01%	232
2021 Q4	$8K	Buy	+100	New	+$5.86K	0.01%	223

Other funds holding KRUS

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CarsonAllaria Wealth Management's KRUS Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of Kura Sushi USA (KRUS) in Q4 2023, closing a stake of 100 shares — an estimated $6.61K sold.

CarsonAllaria Wealth Management first reported a position in KRUS in Q4 2021 and held it in 8 quarters. The position peaked at $9.29K in Q2 2023. 102 funds tracked by Wall St. Rank hold KRUS as of Q4 2023.

CarsonAllaria Wealth Management reported no remaining Kura Sushi USA position as of Q4 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 100 Kura Sushi USA shares in Q4 2023, an estimated $6.61K.
CarsonAllaria Wealth Management first reported a position in Kura Sushi USA in Q4 2021 and held it in 8 quarters.
CarsonAllaria Wealth Management's Kura Sushi USA position peaked at $9.29K in Q2 2023.
102 funds tracked by Wall St. Rank held Kura Sushi USA as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.