HighMark Wealth Management’s Kadant KAI Stock Holding History

HighMark Wealth Management’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-45	Closed	-$9.38K	–	600
2023 Q1	$9.38K	Buy	+45	New	+$9.13K	0.01%	303

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighMark Wealth Management's KAI Position: Q2 2023 in Review

HighMark Wealth Management sold out of Kadant (KAI) in Q2 2023, closing a stake of 45 shares — an estimated $9.38K sold.

HighMark Wealth Management first reported a position in KAI in Q1 2023 and held it in 1 quarter. The position peaked at $9.38K in Q1 2023. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

HighMark Wealth Management reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
HighMark Wealth Management sold 45 Kadant shares in Q2 2023, an estimated $9.38K.
HighMark Wealth Management first reported a position in Kadant in Q1 2023 and held it in 1 quarter.
HighMark Wealth Management's Kadant position peaked at $9.38K in Q1 2023.
192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.