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Kestra Private Wealth Services’s Quanex NX Stock Holding History

Kestra Private Wealth Services’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,527
Closed -$276K – 909
2021
Q1 		$276K Buy
+10,527
New +$263K 0.02% 627

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Private Wealth Services's NX Position: Q2 2021 in Review

Kestra Private Wealth Services sold out of Quanex (NX) in Q2 2021, closing a stake of 10,527 shares — an estimated $276K sold.

Kestra Private Wealth Services first reported a position in NX in Q1 2021 and held it in 1 quarter. The position peaked at $276K in Q1 2021. 164 funds tracked by Wall St. Rank hold NX as of Q2 2021.

  • Kestra Private Wealth Services reported no remaining Quanex position as of Q2 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,527 Quanex shares in Q2 2021, an estimated $276K.
  • Kestra Private Wealth Services first reported a position in Quanex in Q1 2021 and held it in 1 quarter.
  • Kestra Private Wealth Services's Quanex position peaked at $276K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Quanex as of Q2 2021.

Based on Kestra Private Wealth Services's 13F filing for Q2 2021, filed 30 Jul 2021.