HWM
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HighMark Wealth Management’s Katapult Holdings KPLT Stock Holding History

HighMark Wealth Management’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16
Closed – – 554
2022
Q3 		$0 Hold
16
– – ﹤0.01% 540
2022
Q2 		$0 Hold
16
– – ﹤0.01% 527
2022
Q1 		$1K Buy
+16
New +$943 ﹤0.01% 485

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

HighMark Wealth Management's KPLT Position: Q4 2022 in Review

HighMark Wealth Management sold out of Katapult Holdings (KPLT) in Q4 2022, closing a stake of 16 shares.

HighMark Wealth Management first reported a position in KPLT in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 42 funds tracked by Wall St. Rank hold KPLT as of Q4 2022.

  • HighMark Wealth Management reported no remaining Katapult Holdings position as of Q4 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 16 Katapult Holdings shares in Q4 2022.
  • HighMark Wealth Management first reported a position in Katapult Holdings in Q1 2022 and held it in 3 quarters.
  • HighMark Wealth Management's Katapult Holdings position peaked at $1K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held Katapult Holdings as of Q4 2022.

Based on HighMark Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.