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Prospera Financial Services’s Kennametal KMT Stock Holding History

Prospera Financial Services’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,900
Closed -$596K – 1168
2024
Q1 		$596K Sell
23,900
-350
-1% -$8.62K 0.02% 645
2023
Q4 		$625K Buy
24,250
+2,000
+9% +$48.2K 0.02% 588
2023
Q3 		$554K Buy
22,250
+100
+0.5% +$2.71K 0.02% 579
2023
Q2 		$629K Buy
22,150
+2,875
+15% +$77.1K 0.02% 545
2023
Q1 		$532K Buy
19,275
+5,775
+43% +$159K 0.02% 592
2022
Q4 		$325K Buy
+13,500
New +$334K 0.02% 672

Other funds holding KMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Prospera Financial Services's KMT Position: Q2 2024 in Review

Prospera Financial Services sold out of Kennametal (KMT) in Q2 2024, closing a stake of 23,900 shares — an estimated $596K sold.

Prospera Financial Services first reported a position in KMT in Q4 2022 and held it in 6 quarters. The position peaked at $629K in Q2 2023. 223 funds tracked by Wall St. Rank hold KMT as of Q2 2024.

  • Prospera Financial Services reported no remaining Kennametal position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 23,900 Kennametal shares in Q2 2024, an estimated $596K.
  • Prospera Financial Services first reported a position in Kennametal in Q4 2022 and held it in 6 quarters.
  • Prospera Financial Services's Kennametal position peaked at $629K in Q2 2023.
  • 223 funds tracked by Wall St. Rank held Kennametal as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.