Fortis Capital Advisors’s Kadant KAI Stock Holding History

Fortis 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
2023 Q2	–	Sell	-54	Closed	-$11.3K	–	389
2023 Q1	$11.3K	Hold	54	–	–	0.01%	453
2022 Q4	$9.59K	Buy	+54	New	+$9.61K	0.01%	477

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortis Capital Advisors's KAI Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Kadant (KAI) in Q2 2023, closing a stake of 54 shares — an estimated $11.3K sold.

Fortis Capital Advisors first reported a position in KAI in Q4 2022 and held it in 2 quarters. The position peaked at $11.3K in Q1 2023. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

Fortis Capital Advisors reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 54 Kadant shares in Q2 2023, an estimated $11.3K.
Fortis Capital Advisors first reported a position in Kadant in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's Kadant position peaked at $11.3K in Q1 2023.
192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.