KWM
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Kolinsky Wealth Management’s Kadant KAI Stock Holding History

Kolinsky Wealth Management’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$417K Hold
1,209
– – 0.25% 85
2024
Q3 		$409K Buy
1,209
+3
+0.2% +$958 0.27% 85
2024
Q2 		$354K Hold
1,206
– – 0.25% 87
2024
Q1 		$396K Buy
1,206
+2
+0.2% +$603 0.3% 76
2023
Q4 		$337K Buy
+1,204
New +$301K 0.3% 86

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WA
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BlackRock
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return