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Redwood Wealth Management Group’s Kaiser Aluminum KALU Stock Holding History

Redwood Wealth Management Group’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,165
Closed -$102K – 644
2024
Q2 		$102K Buy
+1,165
New +$108K 0.08% 190

Other funds holding KALU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Redwood Wealth Management Group's KALU Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Kaiser Aluminum (KALU) in Q3 2024, closing a stake of 1,165 shares — an estimated $102K sold.

Redwood Wealth Management Group first reported a position in KALU in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 211 funds tracked by Wall St. Rank hold KALU as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Kaiser Aluminum position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,165 Kaiser Aluminum shares in Q3 2024, an estimated $102K.
  • Redwood Wealth Management Group first reported a position in Kaiser Aluminum in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Kaiser Aluminum position peaked at $102K in Q2 2024.
  • 211 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.