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Laurel Wealth Advisors (North Carolina)’s Katapult Holdings KPLT Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$51 – 730
2024
Q2 		$51 Buy
+3
New +$44 ﹤0.01% 641

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
HLAM
Hidden Lake Asset Management New York $331M AUM 122.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KPLT Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Katapult Holdings (KPLT) in Q3 2024, closing a stake of 3 shares — an estimated $51 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KPLT in Q2 2024 and held it in 1 quarter. The position peaked at $51 in Q2 2024. 24 funds tracked by Wall St. Rank hold KPLT as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Katapult Holdings position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3 Katapult Holdings shares in Q3 2024, an estimated $51.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Katapult Holdings in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Katapult Holdings position peaked at $51 in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Katapult Holdings as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.