Patriot Financial Group Insurance Agency’s Kaiser Aluminum KALU Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-59	Closed	-$5K	–	1226
2022 Q2	$5K	Sell	59 -13	-18%	-$1.22K	﹤0.01%	1486
2022 Q1	$7K	Sell	72 -1	-1%	-$97	﹤0.01%	1495
2021 Q4	$7K	Hold	73	–	–	﹤0.01%	1611
2021 Q3	$8K	Buy	73 +11	+18%	+$1.31K	﹤0.01%	1558
2021 Q2	$8K	Hold	62	–	–	﹤0.01%	1513
2021 Q1	$7K	Hold	62	–	–	﹤0.01%	1468
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	1380
2020 Q3	$3K	Hold	62	–	–	﹤0.01%	1374
2020 Q2	$5K	Hold	62	–	–	﹤0.01%	1180
2020 Q1	$4K	Buy	+62	New	+$5.83K	﹤0.01%	1133

Other funds holding KALU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KALU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kaiser Aluminum (KALU) in Q3 2022, closing a stake of 59 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in KALU in Q1 2020 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 168 funds tracked by Wall St. Rank hold KALU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Kaiser Aluminum position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 59 Kaiser Aluminum shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Kaiser Aluminum in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Kaiser Aluminum position peaked at $8K in Q3 2021.
168 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.