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McGlone Suttner Wealth Management’s Karat Packaging KRT Stock Holding History

McGlone Suttner Wealth Management’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,154
Closed -$28.7K – 506
2023
Q4 		$28.7K Buy
+1,154
New +$25.4K 0.01% 369

Other funds holding KRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

McGlone Suttner Wealth Management's KRT Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Karat Packaging (KRT) in Q1 2024, closing a stake of 1,154 shares — an estimated $28.7K sold.

McGlone Suttner Wealth Management first reported a position in KRT in Q4 2023 and held it in 1 quarter. The position peaked at $28.7K in Q4 2023. 93 funds tracked by Wall St. Rank hold KRT as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Karat Packaging position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,154 Karat Packaging shares in Q1 2024, an estimated $28.7K.
  • McGlone Suttner Wealth Management first reported a position in Karat Packaging in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Karat Packaging position peaked at $28.7K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.