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Heritage Wealth Management (Arizona)’s Kaiser Aluminum KALU Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$242K Sell
2,755
-302
-10% -$28.1K 0.13% 147
2024
Q1 		$273K Buy
+3,057
New +$214K 0.14% 134
2022
Q4 		$510K Buy
6,717
+3,718
+124% +$298K 0.07% 212
2022
Q3 		$184K Buy
2,999
+56
+2% +$4.12K 0.06% 241
2022
Q2 		$233K Buy
2,943
+262
+10% +$24.5K 0.08% 207
2022
Q1 		$252K Buy
+2,681
New +$259K 0.07% 225
2021
Q3 		$141K Buy
1,292
+216
+20% +$25.7K 0.05% 275
2021
Q2 		$133K Buy
1,076
+411
+62% +$51.3K 0.05% 290
2021
Q1 		$73K Buy
+665
New +$72.1K 0.04% 303

Other funds holding KALU

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Vanguard Group
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State Street
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Victory Capital Management
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return