IA
KAVL

IFP Advisors’s Kaival Brands Innovations Group KAVL Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-48
Closed -$12K – 4724
2022
Q3 		$12K Hold
48
– – ﹤0.01% 3512
2022
Q2 		$12K Hold
48
– – ﹤0.01% 3257
2022
Q1 		$12K Buy
+48
New +$1.57K ﹤0.01% 3257

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

IFP Advisors's KAVL Position: Q4 2022 in Review

IFP Advisors sold out of Kaival Brands Innovations Group (KAVL) in Q4 2022, closing a stake of 48 shares — an estimated $12K sold.

IFP Advisors first reported a position in KAVL in Q1 2022 and held it in 3 quarters. The position peaked at $12K in Q3 2022. 13 funds tracked by Wall St. Rank hold KAVL as of Q4 2022.

  • IFP Advisors reported no remaining Kaival Brands Innovations Group position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 48 Kaival Brands Innovations Group shares in Q4 2022, an estimated $12K.
  • IFP Advisors first reported a position in Kaival Brands Innovations Group in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's Kaival Brands Innovations Group position peaked at $12K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.