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Center for Financial Planning’s Kaiser Aluminum KALU Stock Holding History

Center for Financial Planning’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22
Closed -$1K – 603
2022
Q3 		$1K Buy
+22
New +$1.62K ﹤0.01% 599

Other funds holding KALU

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Center for Financial Planning's KALU Position: Q4 2022 in Review

Center for Financial Planning sold out of Kaiser Aluminum (KALU) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in KALU in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 183 funds tracked by Wall St. Rank hold KALU as of Q4 2022.

  • Center for Financial Planning reported no remaining Kaiser Aluminum position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 22 Kaiser Aluminum shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in Kaiser Aluminum in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Kaiser Aluminum position peaked at $1K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.