CWM
KAI icon

Curi Wealth Management’s Kadant KAI Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-65
Closed -$12K – 457
2022
Q2 		$12K Hold
65
– – ﹤0.01% 358
2022
Q1 		$12K Hold
65
– – ﹤0.01% 343
2021
Q4 		$14K Buy
+65
New +$14.5K ﹤0.01% 283
2021
Q1 		– Sell
-65
Closed -$9K – 294
2020
Q4 		$9K Buy
+65
New +$8.27K 0.01% 262

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi Wealth Management's KAI Position: Q3 2022 in Review

Curi Wealth Management sold out of Kadant (KAI) in Q3 2022, closing a stake of 65 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in KAI in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 181 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

  • Curi Wealth Management reported no remaining Kadant position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 65 Kadant shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in Kadant in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Kadant position peaked at $14K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.