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Concord Wealth Partners’s Kaiser Aluminum KALU Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-38
Closed -$4K – 1307
2022
Q1 		$4K Sell
38
-1
-3% -$97 ﹤0.01% 968
2021
Q4 		$4K Buy
39
+19
+95% +$1.92K ﹤0.01% 994
2021
Q3 		$2K Buy
+20
New +$2.38K ﹤0.01% 758

Other funds holding KALU

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Concord Wealth Partners's KALU Position: Q2 2022 in Review

Concord Wealth Partners sold out of Kaiser Aluminum (KALU) in Q2 2022, closing a stake of 38 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in KALU in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 184 funds tracked by Wall St. Rank hold KALU as of Q2 2022.

  • Concord Wealth Partners reported no remaining Kaiser Aluminum position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 38 Kaiser Aluminum shares in Q2 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Kaiser Aluminum in Q3 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Kaiser Aluminum position peaked at $4K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.