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Liberty Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-250
Closed -$27K – 666
2021
Q3 		$27K Buy
250
+126
+102% +$15K 0.01% 578
2021
Q2 		$15K Hold
124
– – 0.01% 568
2021
Q1 		$11K Hold
124
– – 0.01% 573
2020
Q4 		$11K Buy
124
+57
+85% +$4.37K 0.01% 568
2020
Q3 		$4K Hold
67
– – ﹤0.01% 657
2020
Q2 		$5K Buy
67
+1
+2% +$71 ﹤0.01% 607
2020
Q1 		$5K Buy
+66
New +$6.21K ﹤0.01% 576

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Liberty Wealth Management's KALU Position: Q4 2021 in Review

Liberty Wealth Management sold out of Kaiser Aluminum (KALU) in Q4 2021, closing a stake of 250 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in KALU in Q1 2020 and held it in 7 quarters. The position peaked at $27K in Q3 2021. 191 funds tracked by Wall St. Rank hold KALU as of Q4 2021.

  • Liberty Wealth Management reported no remaining Kaiser Aluminum position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 250 Kaiser Aluminum shares in Q4 2021, an estimated $27K.
  • Liberty Wealth Management first reported a position in Kaiser Aluminum in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's Kaiser Aluminum position peaked at $27K in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.