PFGIA
KNL

Patriot Financial Group Insurance Agency’s Knoll, Inc. KNL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-505
Closed -$6.24K – 1934
2020
Q2 		$6K Buy
505
+204
+68% +$2.25K ﹤0.01% 1156
2020
Q1 		$3K Sell
301
-299
-50% -$5.95K ﹤0.01% 1268
2019
Q4 		$15K Buy
+600
New +$15.9K 0.01% 755

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KNL Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Knoll, Inc. (KNL) in Q3 2020, closing a stake of 505 shares — an estimated $6.24K sold.

Patriot Financial Group Insurance Agency first reported a position in KNL in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 129 funds tracked by Wall St. Rank hold KNL as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Knoll, Inc. position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 505 Knoll, Inc. shares in Q3 2020, an estimated $6.24K.
  • Patriot Financial Group Insurance Agency first reported a position in Knoll, Inc. in Q4 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Knoll, Inc. position peaked at $15K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Knoll, Inc. as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.