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Glassman Wealth Services’s KVH Industries KVHI Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-22
Closed -$112 – 2036
2023
Q3 		$112 Buy
+22
New +$149 ﹤0.01% 1962

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 $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $115M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Glassman Wealth Services's KVHI Position: Q4 2023 in Review

Glassman Wealth Services sold out of KVH Industries (KVHI) in Q4 2023, closing a stake of 22 shares — an estimated $112 sold.

Glassman Wealth Services first reported a position in KVHI in Q3 2023 and held it in 1 quarter. The position peaked at $112 in Q3 2023. 69 funds tracked by Wall St. Rank hold KVHI as of Q4 2023.

  • Glassman Wealth Services reported no remaining KVH Industries position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 22 KVH Industries shares in Q4 2023, an estimated $112.
  • Glassman Wealth Services first reported a position in KVH Industries in Q3 2023 and held it in 1 quarter.
  • Glassman Wealth Services's KVH Industries position peaked at $112 in Q3 2023.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.