EWA
KNBE

EverSource Wealth Advisors’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

EverSource Wealth Advisors’s Portfolio KNBE Stock Details KNBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-183
Closed -$4.54K – 2593
2022
Q4 		$4.54K Hold
183
– – ﹤0.01% 1649
2022
Q3 		$4K Buy
+183
New +$3.37K ﹤0.01% 1493

Other funds holding KNBE

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q1 2023, closing a stake of 183 shares — an estimated $4.54K sold.

EverSource Wealth Advisors first reported a position in KNBE in Q3 2022 and held it in 2 quarters. The position peaked at $4.54K in Q4 2022. 1 fund tracked by Wall St. Rank holds KNBE as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 183 KnowBe4, Inc. Class A Common Stock shares in Q1 2023, an estimated $4.54K.
  • EverSource Wealth Advisors first reported a position in KnowBe4, Inc. Class A Common Stock in Q3 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's KnowBe4, Inc. Class A Common Stock position peaked at $4.54K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q1 2023.

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