PFGIA
KE

Patriot Financial Group Insurance Agency’s Kimball Electronics KE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-50
Closed -$1K – 1232
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1913
2022
Q1 		$1K Buy
+50
New +$969 ﹤0.01% 1950

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Kimball Electronics (KE) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in KE in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 128 funds tracked by Wall St. Rank hold KE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kimball Electronics position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 50 Kimball Electronics shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Kimball Electronics in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Kimball Electronics position peaked at $1K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2022.

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