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Glassman Wealth Services’s Kaiser Aluminum KALU Stock Holding History

Glassman Wealth Services’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21
Closed -$1.57K – 1969
2023
Q1 		$1.57K Hold
21
– – ﹤0.01% 1309
2022
Q4 		$1.59K Buy
21
+19
+950% +$1.52K ﹤0.01% 1309
2022
Q3 		$0 Buy
+2
New +$147 ﹤0.01% 1834
2021
Q4 		– Sell
-2
Closed – – 1772
2021
Q3 		$0 Buy
+2
New +$238 ﹤0.01% 1709

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Glassman Wealth Services's KALU Position: Q2 2023 in Review

Glassman Wealth Services sold out of Kaiser Aluminum (KALU) in Q2 2023, closing a stake of 21 shares — an estimated $1.57K sold.

Glassman Wealth Services first reported a position in KALU in Q3 2021 and held it in 4 quarters. The position peaked at $1.59K in Q4 2022. 161 funds tracked by Wall St. Rank hold KALU as of Q2 2023.

  • Glassman Wealth Services reported no remaining Kaiser Aluminum position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Kaiser Aluminum shares in Q2 2023, an estimated $1.57K.
  • Glassman Wealth Services first reported a position in Kaiser Aluminum in Q3 2021 and held it in 4 quarters.
  • Glassman Wealth Services's Kaiser Aluminum position peaked at $1.59K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.