FWP
KDK

Firethorn Wealth Partners’s Kodiak AI KDK Stock Holding History

Firethorn Wealth Partners’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,309
Closed -$131K – 165
2024
Q2 		$131K Sell
12,309
-5,115
-29% -$54.4K 0.07% 142
2024
Q1 		$184K Sell
17,424
-2,304
-12% -$24.2K 0.11% 135
2023
Q4 		$206K Buy
19,728
+6,708
+52% +$69.4K 0.14% 125
2023
Q3 		$134K Sell
13,020
-150
-1% -$1.53K 0.1% 115
2023
Q2 		$134K Buy
+13,170
New +$133K 0.1% 117

Other funds holding KDK

FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Firethorn Wealth Partners's KDK Position: Q3 2024 in Review

Firethorn Wealth Partners sold out of Kodiak AI (KDK) in Q3 2024, closing a stake of 12,309 shares — an estimated $131K sold.

Firethorn Wealth Partners first reported a position in KDK in Q2 2023 and held it in 5 quarters. The position peaked at $206K in Q4 2023. 48 funds tracked by Wall St. Rank hold KDK as of Q3 2024.

  • Firethorn Wealth Partners reported no remaining Kodiak AI position as of Q3 2024 after selling out during the quarter.
  • Firethorn Wealth Partners sold 12,309 Kodiak AI shares in Q3 2024, an estimated $131K.
  • Firethorn Wealth Partners first reported a position in Kodiak AI in Q2 2023 and held it in 5 quarters.
  • Firethorn Wealth Partners's Kodiak AI position peaked at $206K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Kodiak AI as of Q3 2024.

Based on Firethorn Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.