Platform Technology Partners’s Kaival Brands Innovations Group KAVL Stock Holding History

Platform Technology Partners’s Portfolio KAVL Stock Details KAVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-761	Closed	-$6.75K	–	219
2023 Q3	$6.75K	Hold	761	–	–	﹤0.01%	204
2023 Q2	$12.3K	Hold	761	–	–	0.01%	205
2023 Q1	$11.5K	Hold	761	–	–	0.01%	205
2022 Q4	$14.3K	Hold	761	–	–	0.01%	203
2022 Q3	$16K	Hold	761	–	–	0.01%	190
2022 Q2	$25K	Hold	761	–	–	0.01%	194
2022 Q1	$23K	Hold	761	–	–	0.01%	212
2021 Q4	$12K	Hold	761	–	–	0.01%	225
2021 Q3	$22K	Buy	+761	New	+$81.9K	0.01%	231

Other funds holding KAVL

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Platform Technology Partners's KAVL Position: Q4 2023 in Review

Platform Technology Partners sold out of Kaival Brands Innovations Group (KAVL) in Q4 2023, closing a stake of 761 shares — an estimated $6.75K sold.

Platform Technology Partners first reported a position in KAVL in Q3 2021 and held it in 9 quarters. The position peaked at $25K in Q2 2022. 14 funds tracked by Wall St. Rank hold KAVL as of Q4 2023.

Platform Technology Partners reported no remaining Kaival Brands Innovations Group position as of Q4 2023 after selling out during the quarter.
Platform Technology Partners sold 761 Kaival Brands Innovations Group shares in Q4 2023, an estimated $6.75K.
Platform Technology Partners first reported a position in Kaival Brands Innovations Group in Q3 2021 and held it in 9 quarters.
Platform Technology Partners's Kaival Brands Innovations Group position peaked at $25K in Q2 2022.
14 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q4 2023.

Based on Platform Technology Partners's 13F filing for Q4 2023, filed 13 Feb 2024.