EWA
KBAL

EverSource Wealth Advisors’s Kimball International KBAL Stock Holding History

EverSource Wealth Advisors’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$2.6K – 2577
2022
Q4 		$2.6K Hold
400
– – ﹤0.01% 1832
2022
Q3 		$3K Sell
400
-178
-31% -$1.38K ﹤0.01% 1613
2022
Q2 		$4K Buy
578
+178
+45% +$1.46K ﹤0.01% 1368
2022
Q1 		$3K Buy
+400
New +$3.8K ﹤0.01% 1475

Other funds holding KBAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's KBAL Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 400 shares — an estimated $2.6K sold.

EverSource Wealth Advisors first reported a position in KBAL in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 400 Kimball International shares in Q1 2023, an estimated $2.6K.
  • EverSource Wealth Advisors first reported a position in Kimball International in Q1 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Kimball International position peaked at $4K in Q2 2022.
  • 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.