FGAM
KG

Financial Gravity Asset Management’s Kestrel Group KG Stock Holding History

Financial Gravity Asset Management’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1K Hold
1
– – ﹤0.01% 1345
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1420
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1503
2019
Q1 		$0 Buy
+1
New +$23 ﹤0.01% 1452
2018
Q3 		$0 Hold
1
– – ﹤0.01% 1526
2018
Q2 		$0 Hold
1
– – ﹤0.01% 1535
2018
Q1 		$0 Buy
+1
New +$139 ﹤0.01% 1461

Other funds holding KG

6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's KG Position: Q4 2019 in Review

Financial Gravity Asset Management held its Kestrel Group (KG) position steady in Q4 2019 at 1 share worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Financial Gravity Asset Management first reported a position in KG in Q1 2018 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold KG as of Q4 2019.

  • Financial Gravity Asset Management held 1 share of Kestrel Group worth $1K as of Q4 2019.
  • Financial Gravity Asset Management left its Kestrel Group share count unchanged in Q4 2019.
  • Kestrel Group made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1345 holding.
  • Financial Gravity Asset Management first reported a position in Kestrel Group in Q1 2018 and has held it in 7 quarters since.
  • 42 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.