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Kestra Private Wealth Services’s Champion Homes SKY Stock Holding History

Kestra Private Wealth Services’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,365
Closed -$278K – 1285
2023
Q3 		$278K Buy
4,365
+205
+5% +$13.8K 0.01% 894
2023
Q2 		$272K Buy
4,160
+271
+7% +$18.4K 0.01% 852
2023
Q1 		$293K Buy
+3,889
New +$251K 0.01% 785

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Private Wealth Services's SKY Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Champion Homes (SKY) in Q4 2023, closing a stake of 4,365 shares — an estimated $278K sold.

Kestra Private Wealth Services first reported a position in SKY in Q1 2023 and held it in 3 quarters. The position peaked at $293K in Q1 2023. 270 funds tracked by Wall St. Rank hold SKY as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining Champion Homes position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,365 Champion Homes shares in Q4 2023, an estimated $278K.
  • Kestra Private Wealth Services first reported a position in Champion Homes in Q1 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's Champion Homes position peaked at $293K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Champion Homes as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.