PWMG
KVHI icon

Private Wealth Management Group’s KVH Industries KVHI Stock Holding History

Private Wealth Management Group’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
2024
Q2 		– Sell
-179
Closed -$913 – 1562
2024
Q1 		$913 Hold
179
– – ﹤0.01% 1291
2023
Q4 		$942 Buy
+179
New +$874 ﹤0.01% 1306

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Wealth Management Group's KVHI Position: Q2 2024 in Review

Private Wealth Management Group sold out of KVH Industries (KVHI) in Q2 2024, closing a stake of 179 shares — an estimated $913 sold.

Private Wealth Management Group first reported a position in KVHI in Q4 2023 and held it in 2 quarters. The position peaked at $942 in Q4 2023. 75 funds tracked by Wall St. Rank hold KVHI as of Q2 2024.

  • Private Wealth Management Group reported no remaining KVH Industries position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 179 KVH Industries shares in Q2 2024, an estimated $913.
  • Private Wealth Management Group first reported a position in KVH Industries in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's KVH Industries position peaked at $942 in Q4 2023.
  • 75 funds tracked by Wall St. Rank held KVH Industries as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.