Kestra Private Wealth Services’s Wipro WIT Stock Holding History

Kestra Private Wealth Services’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-59,118	Closed	-$139K	–	997
2022 Q3	$139K	Buy	59,118 +6,552	+12%	+$16.9K	0.01%	820
2022 Q2	$140K	Buy	52,566 +6,702	+15%	+$21.1K	0.01%	832
2022 Q1	$177K	Buy	45,864 +2,200	+5%	+$8.67K	0.01%	896
2021 Q4	$213K	Buy	43,664 +11,124	+34%	+$50.5K	0.01%	880
2021 Q3	$144K	Sell	32,540 -4,198	-11%	-$18.4K	0.01%	886
2021 Q2	$143K	Sell	36,738 -1,416	-4%	-$5.28K	0.01%	840
2021 Q1	$121K	Buy	38,154 +1,332	+4%	+$4.28K	0.01%	767
2020 Q4	$104K	Buy	36,822 +8,510	+30%	+$21.9K	0.01%	703
2020 Q3	$67K	Buy	+28,312	New	+$59.2K	0.01%	660

Other funds holding WIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kestra Private Wealth Services's WIT Position: Q4 2022 in Review

Kestra Private Wealth Services sold out of Wipro (WIT) in Q4 2022, closing a stake of 59,118 shares — an estimated $139K sold.

Kestra Private Wealth Services first reported a position in WIT in Q3 2020 and held it in 9 quarters. The position peaked at $213K in Q4 2021. 181 funds tracked by Wall St. Rank hold WIT as of Q4 2022.

Kestra Private Wealth Services reported no remaining Wipro position as of Q4 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 59,118 Wipro shares in Q4 2022, an estimated $139K.
Kestra Private Wealth Services first reported a position in Wipro in Q3 2020 and held it in 9 quarters.
Kestra Private Wealth Services's Wipro position peaked at $213K in Q4 2021.
181 funds tracked by Wall St. Rank held Wipro as of Q4 2022.

Based on Kestra Private Wealth Services's 13F filing for Q4 2022, filed 1 Feb 2023.