Garrett Wealth Advisory Group’s Kadant KAI Stock Holding History

Garrett Wealth Advisory Group’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
2019 Q4	–	Sell	-16	Closed	-$1.41K	–	365
2019 Q3	$1.41K	Buy	+16	New	+$1.37K	﹤0.01%	649

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Garrett Wealth Advisory Group's KAI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Kadant (KAI) in Q4 2019, closing a stake of 16 shares — an estimated $1.41K sold.

Garrett Wealth Advisory Group first reported a position in KAI in Q3 2019 and held it in 1 quarter. The position peaked at $1.41K in Q3 2019. 144 funds tracked by Wall St. Rank hold KAI as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining Kadant position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 16 Kadant shares in Q4 2019, an estimated $1.41K.
Garrett Wealth Advisory Group first reported a position in Kadant in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's Kadant position peaked at $1.41K in Q3 2019.
144 funds tracked by Wall St. Rank held Kadant as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.