Forvis Mazars Wealth Advisors’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,198
| Closed | -$235K | – | 417 |
|
|
2022
Q4 | $235K | Hold |
36,198
| – | – | 0.01% | 358 |
|
|
2022
Q3 | $227K | Hold |
36,198
| – | – | 0.01% | 360 |
|
|
2022
Q2 | $278K | Sell |
36,198
-1,594
| -4% | -$13.1K | 0.01% | 331 |
|
|
2022
Q1 | $320K | Hold |
37,792
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $387K | Sell |
37,792
-3,712
| -9% | -$40.1K | 0.02% | 202 |
|
|
2021
Q3 | $464K | Sell |
41,504
-614
| -1% | -$7.54K | 0.02% | 182 |
|
|
2021
Q2 | $554K | Buy |
42,118
+614
| +1% | +$8.37K | 0.03% | 166 |
|
|
2021
Q1 | $581K | Hold |
41,504
| – | – | 0.03% | 163 |
|
|
2020
Q4 | $496K | Buy |
41,504
+27,438
| +195% | +$312K | 0.02% | 229 |
|
|
2020
Q3 | $148K | Hold |
14,066
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $163K | Hold |
14,066
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $167K | Hold |
14,066
| – | – | 0.01% | 276 |
|
|
2019
Q4 | $291K | Sell |
14,066
-729
| -5% | -$15K | 0.02% | 241 |
|
|
2019
Q3 | $286K | Sell |
14,795
-206,511
| -93% | -$3.69M | 0.02% | 227 |
|
|
2019
Q2 | $3.86M | Sell |
221,306
-53,600
| -19% | -$848K | 0.31% | 40 |
|
|
2019
Q1 | $3.89M | Buy |
274,906
+255,961
| +1,351% | +$3.84M | 0.32% | 42 |
|
|
2018
Q4 | $269K | Sell |
18,945
-255,961
| -93% | -$4.01M | 0.03% | 190 |
|
|
2018
Q3 | $4.6M | Sell |
274,906
-128,491
| -32% | -$2.18M | 0.4% | 31 |
|
|
2018
Q2 | $6.52M | Sell |
403,397
-44,254
| -10% | -$733K | 0.63% | 19 |
|
|
2018
Q1 | $7.63M | Buy |
447,651
+428,706
| +2,263% | +$7.58M | 0.76% | 15 |
|
|
2017
Q4 | $354K | Buy |
+18,945
| New | +$358K | 0.04% | 184 |
|
|
2017
Q3 | – | Sell |
-459,138
| Closed | -$7.66M | – | 232 |
|
|
2017
Q2 | $7.66M | Buy |
+459,138
| New | +$7.96M | 0.87% | 15 |
|
|
2016
Q3 | – | Sell |
-593,614
| Closed | -$6.76M | – | 201 |
|
|
2016
Q2 | $6.76M | Buy |
593,614
+560,181
| +1,676% | +$6.35M | 1% | 16 |
|
|
2016
Q1 | $379K | Hold |
33,433
| – | – | 0.06% | 126 |
|
|
2015
Q4 | $327K | Buy |
33,433
+12,575
| +60% | +$139K | 0.05% | 143 |
|
|
2015
Q3 | $197K | Hold |
20,858
| – | – | 0.03% | 177 |
|
|
2015
Q2 | $254K | Buy |
+20,858
| New | +$240K | 0.04% | 156 |
|
|
2014
Q2 | – | Sell |
-180,858
| Closed | -$2.56M | – | 155 |
|
|
2014
Q1 | $2.56M | Buy |
180,858
+2,562
| +1% | +$33.8K | 0.45% | 39 |
|
|
2013
Q4 | $2.09M | Hold |
178,296
| – | – | 0.39% | 47 |
|
|
2013
Q3 | $1.54M | Buy |
+178,296
| New | +$1.51M | 0.32% | 55 |
|
Other funds holding KBAL
GCL
VI
WIC
MF
Forvis Mazars Wealth Advisors's KBAL Position: Q1 2023 in Review
Forvis Mazars Wealth Advisors sold out of Kimball International (KBAL) in Q1 2023, closing a stake of 36,198 shares — an estimated $235K sold.
Forvis Mazars Wealth Advisors first reported a position in KBAL in Q3 2013 and held it in 30 quarters. The position peaked at $7.66M in Q2 2017. 118 funds tracked by Wall St. Rank hold KBAL as of Q1 2023.
- Forvis Mazars Wealth Advisors reported no remaining Kimball International position as of Q1 2023 after selling out during the quarter.
- Forvis Mazars Wealth Advisors sold 36,198 Kimball International shares in Q1 2023, an estimated $235K.
- Forvis Mazars Wealth Advisors first reported a position in Kimball International in Q3 2013 and held it in 30 quarters.
- Forvis Mazars Wealth Advisors's Kimball International position peaked at $7.66M in Q2 2017.
- 118 funds tracked by Wall St. Rank held Kimball International as of Q1 2023.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.