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Perennial Investment Advisors’s KVH Industries KVHI Stock Holding History

Perennial Investment Advisors’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,035
Closed -$114K – 208
2020
Q4 		$114K Sell
10,035
-1,200
-11% -$11.9K 0.05% 171
2020
Q3 		$103K Buy
+11,235
New +$94.3K 0.05% 144

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perennial Investment Advisors's KVHI Position: Q1 2021 in Review

Perennial Investment Advisors sold out of KVH Industries (KVHI) in Q1 2021, closing a stake of 10,035 shares — an estimated $114K sold.

Perennial Investment Advisors first reported a position in KVHI in Q3 2020 and held it in 2 quarters. The position peaked at $114K in Q4 2020. 66 funds tracked by Wall St. Rank hold KVHI as of Q1 2021.

  • Perennial Investment Advisors reported no remaining KVH Industries position as of Q1 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 10,035 KVH Industries shares in Q1 2021, an estimated $114K.
  • Perennial Investment Advisors first reported a position in KVH Industries in Q3 2020 and held it in 2 quarters.
  • Perennial Investment Advisors's KVH Industries position peaked at $114K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held KVH Industries as of Q1 2021.

Based on Perennial Investment Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.