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Lenox Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

Lenox Wealth Advisors’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18
Closed -$1K – 694
2020
Q1 		$1K Hold
18
– – ﹤0.01% 699
2019
Q4 		$2K Hold
18
– – ﹤0.01% 609
2019
Q3 		$2K Buy
+18
New +$1.7K ﹤0.01% 508
2013
Q4 		– Sell
-29
Closed -$2K – 392
2013
Q3 		$2K Buy
+29
New +$1.96K ﹤0.01% 239

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lenox Wealth Advisors's KALU Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Kaiser Aluminum (KALU) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in KALU in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 172 funds tracked by Wall St. Rank hold KALU as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Kaiser Aluminum position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 18 Kaiser Aluminum shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Kaiser Aluminum in Q3 2013 and held it in 4 quarters.
  • Lenox Wealth Advisors's Kaiser Aluminum position peaked at $2K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.