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Raymond James Financial Services Advisors’s Kestrel Group KG Stock Holding History

Raymond James Financial Services Advisors’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-765
Closed -$32.3K – 3354
2022
Q4 		$32.3K Buy
+765
New +$32.6K ﹤0.01% 3122

Other funds holding KG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Raymond James Financial Services Advisors's KG Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Kestrel Group (KG) in Q1 2023, closing a stake of 765 shares — an estimated $32.3K sold.

Raymond James Financial Services Advisors first reported a position in KG in Q4 2022 and held it in 1 quarter. The position peaked at $32.3K in Q4 2022. 62 funds tracked by Wall St. Rank hold KG as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining Kestrel Group position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 765 Kestrel Group shares in Q1 2023, an estimated $32.3K.
  • Raymond James Financial Services Advisors first reported a position in Kestrel Group in Q4 2022 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Kestrel Group position peaked at $32.3K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.