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Harvest Group Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-5
Closed – – 378
2020
Q4 		$0 Buy
+5
New +$383 ﹤0.01% 748
2020
Q1 		– Sell
-29
Closed -$3K – 743
2019
Q4 		$3K Hold
29
– – ﹤0.01% 511
2019
Q3 		$3K Sell
29
-18
-38% -$1.7K ﹤0.01% 563
2019
Q2 		$4K Hold
47
– – 0.01% 392
2019
Q1 		$5K Buy
+47
New +$4.79K ﹤0.01% 385

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Harvest Group Wealth Management's KALU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Kaiser Aluminum (KALU) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in KALU in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 176 funds tracked by Wall St. Rank hold KALU as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Kaiser Aluminum position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Kaiser Aluminum shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Kaiser Aluminum in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Kaiser Aluminum position peaked at $5K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.