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Center for Financial Planning’s Kratos Defense & Security Solutions KTOS Stock Holding History

Center for Financial Planning’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$3K – 606
2022
Q3 		$3K Buy
+250
New +$3.35K ﹤0.01% 483

Other funds holding KTOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Center for Financial Planning sold out of Kratos Defense & Security Solutions (KTOS) in Q4 2022, closing a stake of 250 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in KTOS in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 246 funds tracked by Wall St. Rank hold KTOS as of Q4 2022.

  • Center for Financial Planning reported no remaining Kratos Defense & Security Solutions position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 250 Kratos Defense & Security Solutions shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Kratos Defense & Security Solutions in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Kratos Defense & Security Solutions position peaked at $3K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q4 2022.

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