Phillips Financial Management’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

Phillips Financial Management’s Portfolio KNBE Stock Details KNBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,123	Closed	-$226K	–	242
2022 Q4	$226K	Sell	9,123 -2,000	-18%	-$48.7K	0.02%	142
2022 Q3	$231K	Sell	11,123 -2,000	-15%	-$36.9K	0.03%	137
2022 Q2	$205K	Hold	13,123	–	–	0.02%	104
2022 Q1	$302K	Hold	13,123	–	–	0.03%	125
2021 Q4	$301K	Sell	13,123 -3,000	-19%	-$70.4K	0.03%	89
2021 Q3	$354K	Buy	+16,123	New	+$402K	0.04%	88

Other funds holding KNBE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Phillips Financial Management's KNBE Position: Q1 2023 in Review

Phillips Financial Management sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q1 2023, closing a stake of 9,123 shares — an estimated $226K sold.

Phillips Financial Management first reported a position in KNBE in Q3 2021 and held it in 6 quarters. The position peaked at $354K in Q3 2021. 1 fund tracked by Wall St. Rank holds KNBE as of Q1 2023.

Phillips Financial Management reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Phillips Financial Management sold 9,123 KnowBe4, Inc. Class A Common Stock shares in Q1 2023, an estimated $226K.
Phillips Financial Management first reported a position in KnowBe4, Inc. Class A Common Stock in Q3 2021 and held it in 6 quarters.
Phillips Financial Management's KnowBe4, Inc. Class A Common Stock position peaked at $354K in Q3 2021.
1 fund tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q1 2023.

Based on Phillips Financial Management's 13F filing for Q1 2023, filed 8 May 2023.