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IHT Wealth Management’s Karat Packaging KRT Stock Holding History

IHT Wealth Management’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,671
Closed -$223K – 1010
2023
Q3 		$223K Buy
+9,671
New +$207K 0.01% 843

Other funds holding KRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IHT Wealth Management's KRT Position: Q4 2023 in Review

IHT Wealth Management sold out of Karat Packaging (KRT) in Q4 2023, closing a stake of 9,671 shares — an estimated $223K sold.

IHT Wealth Management first reported a position in KRT in Q3 2023 and held it in 1 quarter. The position peaked at $223K in Q3 2023. 94 funds tracked by Wall St. Rank hold KRT as of Q4 2023.

  • IHT Wealth Management reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
  • IHT Wealth Management sold 9,671 Karat Packaging shares in Q4 2023, an estimated $223K.
  • IHT Wealth Management first reported a position in Karat Packaging in Q3 2023 and held it in 1 quarter.
  • IHT Wealth Management's Karat Packaging position peaked at $223K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.