KAS
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Kestra Advisory Services’s SelectQuote SLQT Stock Holding History

Kestra Advisory Services’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,000
Closed -$46.8K – 2330
2023
Q3 		$46.8K Buy
+40,000
New +$60.4K ﹤0.01% 2059

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Kestra Advisory Services's SLQT Position: Q4 2023 in Review

Kestra Advisory Services sold out of SelectQuote (SLQT) in Q4 2023, closing a stake of 40,000 shares — an estimated $46.8K sold.

Kestra Advisory Services first reported a position in SLQT in Q3 2023 and held it in 1 quarter. The position peaked at $46.8K in Q3 2023. 123 funds tracked by Wall St. Rank hold SLQT as of Q4 2023.

  • Kestra Advisory Services reported no remaining SelectQuote position as of Q4 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 40,000 SelectQuote shares in Q4 2023, an estimated $46.8K.
  • Kestra Advisory Services first reported a position in SelectQuote in Q3 2023 and held it in 1 quarter.
  • Kestra Advisory Services's SelectQuote position peaked at $46.8K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held SelectQuote as of Q4 2023.

Based on Kestra Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.