Raymond James & Associates
KVHI icon

Raymond James & Associates’s KVH Industries KVHI Stock Holding History

Raymond James & Associates’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
2023
Q2 		– Sell
-12,766
Closed -$145K – 3911
2023
Q1 		$145K Sell
12,766
-2,932
-19% -$30K ﹤0.01% 3568
2022
Q4 		$160K Buy
+15,698
New +$159K ﹤0.01% 3523

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Raymond James & Associates's KVHI Position: Q2 2023 in Review

Raymond James & Associates sold out of KVH Industries (KVHI) in Q2 2023, closing a stake of 12,766 shares — an estimated $145K sold.

Raymond James & Associates first reported a position in KVHI in Q4 2022 and held it in 2 quarters. The position peaked at $160K in Q4 2022. 73 funds tracked by Wall St. Rank hold KVHI as of Q2 2023.

  • Raymond James & Associates reported no remaining KVH Industries position as of Q2 2023 after selling out during the quarter.
  • Raymond James & Associates sold 12,766 KVH Industries shares in Q2 2023, an estimated $145K.
  • Raymond James & Associates first reported a position in KVH Industries in Q4 2022 and held it in 2 quarters.
  • Raymond James & Associates's KVH Industries position peaked at $160K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held KVH Industries as of Q2 2023.

Based on Raymond James & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.