Confluence Wealth Services’s Kadant KAI Stock Holding History

Confluence Wealth Services’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-100	Closed	-$23K	–	716
2021 Q4	$23K	Buy	+100	New	+$22.3K	0.01%	693

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Confluence Wealth Services's KAI Position: Q1 2022 in Review

Confluence Wealth Services sold out of Kadant (KAI) in Q1 2022, closing a stake of 100 shares — an estimated $23K sold.

Confluence Wealth Services first reported a position in KAI in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 182 funds tracked by Wall St. Rank hold KAI as of Q1 2022.

Confluence Wealth Services reported no remaining Kadant position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 100 Kadant shares in Q1 2022, an estimated $23K.
Confluence Wealth Services first reported a position in Kadant in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Kadant position peaked at $23K in Q4 2021.
182 funds tracked by Wall St. Rank held Kadant as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.