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Cary Street Partners Investment Advisory’s Knife River KNF Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-420
Closed -$20.5K – 1275
2023
Q3 		$20.5K Hold
420
– – ﹤0.01% 1111
2023
Q2 		$18.3K Buy
+420
New +$17.8K ﹤0.01% 1074

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5NCM
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Cary Street Partners Investment Advisory's KNF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Knife River (KNF) in Q4 2023, closing a stake of 420 shares — an estimated $20.5K sold.

Cary Street Partners Investment Advisory first reported a position in KNF in Q2 2023 and held it in 2 quarters. The position peaked at $20.5K in Q3 2023. 353 funds tracked by Wall St. Rank hold KNF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Knife River position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 420 Knife River shares in Q4 2023, an estimated $20.5K.
  • Cary Street Partners Investment Advisory first reported a position in Knife River in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Knife River position peaked at $20.5K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held Knife River as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.