FWA
KVHI icon

Freedom Wealth Alliance’s KVH Industries KVHI Stock Holding History

Freedom Wealth Alliance’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-878
Closed -$8.97K – 272
2022
Q4 		$8.97K Buy
+878
New +$8.91K 0.01% 293

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Freedom Wealth Alliance's KVHI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of KVH Industries (KVHI) in Q1 2023, closing a stake of 878 shares — an estimated $8.97K sold.

Freedom Wealth Alliance first reported a position in KVHI in Q4 2022 and held it in 1 quarter. The position peaked at $8.97K in Q4 2022. 65 funds tracked by Wall St. Rank hold KVHI as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining KVH Industries position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 878 KVH Industries shares in Q1 2023, an estimated $8.97K.
  • Freedom Wealth Alliance first reported a position in KVH Industries in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's KVH Industries position peaked at $8.97K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held KVH Industries as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.