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Concourse Financial Group Securities’s Kaiser Aluminum KALU Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-18
Closed -$1.28K – 1133
2024
Q4 		$1.28K Hold
18
– – ﹤0.01% 2064
2024
Q3 		$1.3K Sell
18
-1
-5% -$77 ﹤0.01% 2034
2024
Q2 		$1.67K Buy
19
+1
+6% +$93 ﹤0.01% 2061
2024
Q1 		$1.61K Buy
18
+2
+13% +$140 ﹤0.01% 2072
2023
Q4 		$1.14K Sell
16
-1
-6% -$63 ﹤0.01% 2096
2023
Q3 		$1.28K Hold
17
– – ﹤0.01% 2068
2023
Q2 		$1.22K Sell
17
-162
-91% -$10.7K ﹤0.01% 2108
2023
Q1 		$13.4K Sell
179
-145
-45% -$11.7K ﹤0.01% 1585
2022
Q4 		$24.6K Sell
324
-25
-7% -$2K ﹤0.01% 1390
2022
Q3 		$21K Sell
349
-108
-24% -$7.94K ﹤0.01% 1295
2022
Q2 		$36K Sell
457
-67
-13% -$6.27K ﹤0.01% 1222
2022
Q1 		$49K Sell
524
-9
-2% -$869 ﹤0.01% 1153
2021
Q4 		$50K Sell
533
-6
-1% -$607 ﹤0.01% 1287
2021
Q3 		$59K Buy
539
+328
+155% +$39.1K ﹤0.01% 1243
2021
Q2 		$26K Buy
+211
New +$26.3K ﹤0.01% 1561

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's KALU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kaiser Aluminum (KALU) in Q1 2025, closing a stake of 18 shares — an estimated $1.28K sold.

Concourse Financial Group Securities first reported a position in KALU in Q2 2021 and held it in 15 quarters. The position peaked at $59K in Q3 2021. 206 funds tracked by Wall St. Rank hold KALU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kaiser Aluminum position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 18 Kaiser Aluminum shares in Q1 2025, an estimated $1.28K.
  • Concourse Financial Group Securities first reported a position in Kaiser Aluminum in Q2 2021 and held it in 15 quarters.
  • Concourse Financial Group Securities's Kaiser Aluminum position peaked at $59K in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.