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Northwest Financial Advisors’s Kadant KAI Stock Holding History

Northwest Financial Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$1.01K – 340
2024
Q3 		$1.01K Buy
+3
New +$958 ﹤0.01% 515
2024
Q1 		– Sell
-3
Closed -$841 – 315
2023
Q4 		$841 Buy
+3
New +$751 ﹤0.01% 522

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Financial Advisors's KAI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Kadant (KAI) in Q4 2024, closing a stake of 3 shares — an estimated $1.01K sold.

Northwest Financial Advisors first reported a position in KAI in Q4 2023 and held it in 2 quarters. The position peaked at $1.01K in Q3 2024. 291 funds tracked by Wall St. Rank hold KAI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Kadant position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 3 Kadant shares in Q4 2024, an estimated $1.01K.
  • Northwest Financial Advisors first reported a position in Kadant in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Kadant position peaked at $1.01K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held Kadant as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.