GWMI
KBAL

Guardian Wealth Management (Illinois)’s Kimball International KBAL Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-902
Closed -$6K – 271
2022
Q3 		$6K Buy
902
+10
+1% +$78 0.01% 184
2022
Q2 		$7K Buy
892
+10
+1% +$82 0.01% 177
2022
Q1 		$7K Buy
882
+8
+0.9% +$76 0.01% 187
2021
Q4 		$9K Buy
+874
New +$9.45K 0.01% 174

Other funds holding KBAL

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s KBAL Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of Kimball International (KBAL) in Q4 2022, closing a stake of 902 shares — an estimated $6K sold.

Guardian Wealth Management (Illinois) first reported a position in KBAL in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 120 funds tracked by Wall St. Rank hold KBAL as of Q4 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Kimball International position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 902 Kimball International shares in Q4 2022, an estimated $6K.
  • Guardian Wealth Management (Illinois) first reported a position in Kimball International in Q4 2021 and held it in 4 quarters.
  • Guardian Wealth Management (Illinois)'s Kimball International position peaked at $9K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Kimball International as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.