Clearstead Advisors
KVHI icon

Clearstead Advisors’s KVH Industries KVHI Stock Holding History

Clearstead Advisors’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
2024
Q1 		– Sell
-50
Closed -$263 – 1596
2023
Q4 		$263 Hold
50
– – ﹤0.01% 1482
2023
Q3 		$255 Hold
50
– – ﹤0.01% 1439
2023
Q2 		$457 Hold
50
– – ﹤0.01% 1308
2023
Q1 		$569 Hold
50
– – ﹤0.01% 1289
2022
Q4 		$511 Hold
50
– – ﹤0.01% 1229
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1310
2022
Q2 		$0 Hold
50
– – ﹤0.01% 1369
2022
Q1 		$0 Hold
50
– – ﹤0.01% 1424
2021
Q4 		$0 Hold
50
– – ﹤0.01% 1359
2021
Q3 		$0 Hold
50
– – ﹤0.01% 1340
2021
Q2 		$1K Hold
50
– – ﹤0.01% 1161
2021
Q1 		$1K Buy
+50
New +$663 ﹤0.01% 1034

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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
PVM
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return

Clearstead Advisors's KVHI Position: Q1 2024 in Review

Clearstead Advisors sold out of KVH Industries (KVHI) in Q1 2024, closing a stake of 50 shares — an estimated $263 sold.

Clearstead Advisors first reported a position in KVHI in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q2 2021. 67 funds tracked by Wall St. Rank hold KVHI as of Q1 2024.

  • Clearstead Advisors reported no remaining KVH Industries position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 50 KVH Industries shares in Q1 2024, an estimated $263.
  • Clearstead Advisors first reported a position in KVH Industries in Q1 2021 and held it in 12 quarters.
  • Clearstead Advisors's KVH Industries position peaked at $1K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held KVH Industries as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.