FSWA
KAMN

Financial Synergies Wealth Advisors’s Kaman Corp KAMN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9
Closed -$282 – 526
2022
Q2 		$282 Buy
+9
New +$334 ﹤0.01% 446

Other funds holding KAMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's KAMN Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Kaman Corp (KAMN) in Q3 2022, closing a stake of 9 shares — an estimated $282 sold.

Financial Synergies Wealth Advisors first reported a position in KAMN in Q2 2022 and held it in 1 quarter. The position peaked at $282 in Q2 2022. 155 funds tracked by Wall St. Rank hold KAMN as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Kaman Corp position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 9 Kaman Corp shares in Q3 2022, an estimated $282.
  • Financial Synergies Wealth Advisors first reported a position in Kaman Corp in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Kaman Corp position peaked at $282 in Q2 2022.
  • 155 funds tracked by Wall St. Rank held Kaman Corp as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.