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Realta Investment Advisors’s Kohl's KSS Stock Holding History

Realta Investment Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-177
Closed -$8K – 903
2019
Q4 		$8K Hold
177
– – ﹤0.01% 1203
2019
Q3 		$9K Buy
177
+66
+59% +$3.24K ﹤0.01% 1143
2019
Q2 		$5K Sell
111
-988
-90% -$59.6K ﹤0.01% 1370
2019
Q1 		$76K Buy
+1,099
New +$74.6K 0.03% 451

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Realta Investment Advisors's KSS Position: Q1 2020 in Review

Realta Investment Advisors sold out of Kohl's (KSS) in Q1 2020, closing a stake of 177 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in KSS in Q1 2019 and held it in 4 quarters. The position peaked at $76K in Q1 2019. 474 funds tracked by Wall St. Rank hold KSS as of Q1 2020.

  • Realta Investment Advisors reported no remaining Kohl's position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 177 Kohl's shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in Kohl's in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Kohl's position peaked at $76K in Q1 2019.
  • 474 funds tracked by Wall St. Rank held Kohl's as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.