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M Holdings Securities’s KULR Technology Group KULR Stock Holding History

M Holdings Securities’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,250
Closed -$6K – 249
2023
Q2 		$6K Hold
1,250
– – ﹤0.01% 204
2023
Q1 		$9K Hold
1,250
– – ﹤0.01% 465
2022
Q4 		$12K Hold
1,250
– – ﹤0.01% 447
2022
Q3 		$13K Hold
1,250
– – ﹤0.01% 431
2022
Q2 		$16K Hold
1,250
– – ﹤0.01% 436
2022
Q1 		$22K Buy
+1,250
New +$23.2K ﹤0.01% 499

Other funds holding KULR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M Holdings Securities's KULR Position: Q3 2023 in Review

M Holdings Securities sold out of KULR Technology Group (KULR) in Q3 2023, closing a stake of 1,250 shares — an estimated $6K sold.

M Holdings Securities first reported a position in KULR in Q1 2022 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 38 funds tracked by Wall St. Rank hold KULR as of Q3 2023.

  • M Holdings Securities reported no remaining KULR Technology Group position as of Q3 2023 after selling out during the quarter.
  • M Holdings Securities sold 1,250 KULR Technology Group shares in Q3 2023, an estimated $6K.
  • M Holdings Securities first reported a position in KULR Technology Group in Q1 2022 and held it in 6 quarters.
  • M Holdings Securities's KULR Technology Group position peaked at $22K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held KULR Technology Group as of Q3 2023.

Based on M Holdings Securities's 13F filing for Q3 2023, filed 14 Feb 2024.