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Cary Street Partners Investment Advisory’s KVH Industries KVHI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$1.02K – 1286
2023
Q3 		$1.02K Hold
200
– – ﹤0.01% 1735
2023
Q2 		$1.83K Hold
200
– – ﹤0.01% 1603
2023
Q1 		$2.28K Hold
200
– – ﹤0.01% 1482
2022
Q4 		$2.04K Buy
+200
New +$2.03K ﹤0.01% 1509

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Cary Street Partners Investment Advisory's KVHI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of KVH Industries (KVHI) in Q4 2023, closing a stake of 200 shares — an estimated $1.02K sold.

Cary Street Partners Investment Advisory first reported a position in KVHI in Q4 2022 and held it in 4 quarters. The position peaked at $2.28K in Q1 2023. 69 funds tracked by Wall St. Rank hold KVHI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining KVH Industries position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 200 KVH Industries shares in Q4 2023, an estimated $1.02K.
  • Cary Street Partners Investment Advisory first reported a position in KVH Industries in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's KVH Industries position peaked at $2.28K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q4 2023.

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