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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 Sell
50
-50
-50% -$244 ﹤0.01% 1482
2023
Q3 		$510 Buy
100
+50
+100% +$338 ﹤0.01% 1482
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
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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $237M AUM 5.37% 1-Year Est. Return