IWP
KAVL

IAG Wealth Partners’s Kaival Brands Innovations Group KAVL Stock Holding History

IAG Wealth Partners’s Portfolio KAVL Stock Details KAVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48
Closed -$427 – 449
2023
Q3 		$427 Buy
+48
New +$601 ﹤0.01% 433

Other funds holding KAVL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

IAG Wealth Partners's KAVL Position: Q4 2023 in Review

IAG Wealth Partners sold out of Kaival Brands Innovations Group (KAVL) in Q4 2023, closing a stake of 48 shares — an estimated $427 sold.

IAG Wealth Partners first reported a position in KAVL in Q3 2023 and held it in 1 quarter. The position peaked at $427 in Q3 2023. 14 funds tracked by Wall St. Rank hold KAVL as of Q4 2023.

  • IAG Wealth Partners reported no remaining Kaival Brands Innovations Group position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 48 Kaival Brands Innovations Group shares in Q4 2023, an estimated $427.
  • IAG Wealth Partners first reported a position in Kaival Brands Innovations Group in Q3 2023 and held it in 1 quarter.
  • IAG Wealth Partners's Kaival Brands Innovations Group position peaked at $427 in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.