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Next Financial Group’s Kaiser Aluminum KALU Stock Holding History

Next Financial Group’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 		$1K Buy
+13
New +$1.31K ﹤0.01% 2743
2018
Q4 		– Sell
-1,076
Closed -$117K – 2023
2018
Q3 		$117K Buy
+1,076
New +$117K 0.05% 314
2017
Q4 		– Sell
-1,163
Closed -$124K – 866
2017
Q3 		$124K Buy
+1,163
New +$112K 0.03% 432

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

Next Financial Group's KALU Position: Q4 2021 in Review

Next Financial Group opened a new position in Kaiser Aluminum (KALU) in Q4 2021: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2743 among its holdings. This is a return to the name: Next Financial Group previously reported a position in KALU as recently as Q3 2018.

Next Financial Group first reported a position in KALU in Q3 2017 and has held it in 3 quarters since. The position peaked at $124K in Q3 2017. 191 funds tracked by Wall St. Rank hold KALU as of Q4 2021.

  • Next Financial Group held 13 shares of Kaiser Aluminum worth $1K as of Q4 2021.
  • Kaiser Aluminum was a new Next Financial Group position in Q4 2021.
  • Kaiser Aluminum made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2743 holding.
  • Next Financial Group first reported a position in Kaiser Aluminum in Q3 2017 and has held it in 3 quarters since.
  • Next Financial Group's Kaiser Aluminum position peaked at $124K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.