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Crewe Advisors’s Kaiser Aluminum KALU Stock Holding History

Crewe Advisors’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
2023
Q2 		– Sell
-159
Closed -$11.9K – 956
2023
Q1 		$11.9K Hold
159
– – ﹤0.01% 515
2022
Q4 		$12.1K Hold
159
– – ﹤0.01% 517
2022
Q3 		$10K Hold
159
– – ﹤0.01% 665
2022
Q2 		$13K Buy
+159
New +$14.9K ﹤0.01% 534

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Crewe Advisors's KALU Position: Q2 2023 in Review

Crewe Advisors sold out of Kaiser Aluminum (KALU) in Q2 2023, closing a stake of 159 shares — an estimated $11.9K sold.

Crewe Advisors first reported a position in KALU in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q2 2022. 161 funds tracked by Wall St. Rank hold KALU as of Q2 2023.

  • Crewe Advisors reported no remaining Kaiser Aluminum position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 159 Kaiser Aluminum shares in Q2 2023, an estimated $11.9K.
  • Crewe Advisors first reported a position in Kaiser Aluminum in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Kaiser Aluminum position peaked at $13K in Q2 2022.
  • 161 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.