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Diversify Wealth Management’s KULR Technology Group KULR Stock Holding History

Diversify Wealth Management’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,346
Closed -$3.11K – 529
2024
Q3 		$3.11K Hold
1,346
– – ﹤0.01% 469
2024
Q2 		$2.48K Buy
+1,346
New +$4.82K ﹤0.01% 432

Other funds holding KULR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Diversify Wealth Management's KULR Position: Q4 2024 in Review

Diversify Wealth Management sold out of KULR Technology Group (KULR) in Q4 2024, closing a stake of 1,346 shares — an estimated $3.11K sold.

Diversify Wealth Management first reported a position in KULR in Q2 2024 and held it in 2 quarters. The position peaked at $3.11K in Q3 2024. 72 funds tracked by Wall St. Rank hold KULR as of Q4 2024.

  • Diversify Wealth Management reported no remaining KULR Technology Group position as of Q4 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 1,346 KULR Technology Group shares in Q4 2024, an estimated $3.11K.
  • Diversify Wealth Management first reported a position in KULR Technology Group in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's KULR Technology Group position peaked at $3.11K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held KULR Technology Group as of Q4 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.