KWM
AQMS icon

Kanen Wealth Management’s Aqua Metals AQMS Stock Holding History

Kanen Wealth Management’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,370
Closed -$279K – 23
2023
Q4 		$279K Buy
7,370
+28
+0.4% +$4.98K 0.2% 18
2023
Q3 		$1.66M Buy
7,342
+5,000
+213% +$1.2M 1.28% 13
2023
Q2 		$548K Hold
2,342
– – 0.36% 17
2023
Q1 		$468K Hold
2,342
– – 0.32% 18
2022
Q4 		$586K Buy
+2,342
New +$358K 0.3% 21

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Kanen Wealth Management's AQMS Position: Q1 2024 in Review

Kanen Wealth Management sold out of Aqua Metals (AQMS) in Q1 2024, closing a stake of 7,370 shares — an estimated $279K sold.

Kanen Wealth Management first reported a position in AQMS in Q4 2022 and held it in 5 quarters. The position peaked at $1.66M in Q3 2023. 65 funds tracked by Wall St. Rank hold AQMS as of Q1 2024.

  • Kanen Wealth Management reported no remaining Aqua Metals position as of Q1 2024 after selling out during the quarter.
  • Kanen Wealth Management sold 7,370 Aqua Metals shares in Q1 2024, an estimated $279K.
  • Kanen Wealth Management first reported a position in Aqua Metals in Q4 2022 and held it in 5 quarters.
  • Kanen Wealth Management's Aqua Metals position peaked at $1.66M in Q3 2023.
  • 65 funds tracked by Wall St. Rank held Aqua Metals as of Q1 2024.

Based on Kanen Wealth Management's 13F filing for Q1 2024, filed 18 Jul 2024.