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Dorsey Wright & Associates’s Karat Packaging KRT Stock Holding History

Dorsey Wright & Associates’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-918
Closed -$21.2K – 214
2023
Q3 		$21.2K Buy
+918
New +$19.7K 0.01% 240

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Vanguard Group
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dorsey Wright & Associates's KRT Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Karat Packaging (KRT) in Q4 2023, closing a stake of 918 shares — an estimated $21.2K sold.

Dorsey Wright & Associates first reported a position in KRT in Q3 2023 and held it in 1 quarter. The position peaked at $21.2K in Q3 2023. 94 funds tracked by Wall St. Rank hold KRT as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 918 Karat Packaging shares in Q4 2023, an estimated $21.2K.
  • Dorsey Wright & Associates first reported a position in Karat Packaging in Q3 2023 and held it in 1 quarter.
  • Dorsey Wright & Associates's Karat Packaging position peaked at $21.2K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.