FCA
KAI icon

FinTrust Capital Advisors’s Kadant KAI Stock Holding History

FinTrust Capital Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-44
Closed -$10K – 1258
2021
Q4 		$10K Sell
44
-183
-81% -$40.8K ﹤0.01% 917
2021
Q3 		$46K Buy
227
+64
+39% +$12.6K 0.01% 566
2021
Q2 		$29K Buy
+163
New +$28.7K 0.01% 661

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FinTrust Capital Advisors's KAI Position: Q1 2022 in Review

FinTrust Capital Advisors sold out of Kadant (KAI) in Q1 2022, closing a stake of 44 shares — an estimated $10K sold.

FinTrust Capital Advisors first reported a position in KAI in Q2 2021 and held it in 3 quarters. The position peaked at $46K in Q3 2021. 182 funds tracked by Wall St. Rank hold KAI as of Q1 2022.

  • FinTrust Capital Advisors reported no remaining Kadant position as of Q1 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 44 Kadant shares in Q1 2022, an estimated $10K.
  • FinTrust Capital Advisors first reported a position in Kadant in Q2 2021 and held it in 3 quarters.
  • FinTrust Capital Advisors's Kadant position peaked at $46K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held Kadant as of Q1 2022.

Based on FinTrust Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.