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Redwood Wealth Management Group’s Kewaunee Scientific KEQU Stock Holding History

Redwood Wealth Management Group’s Portfolio KEQU Stock Details KEQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$23.6K – 648
2024
Q2 		$23.6K Buy
+500
New +$18.9K 0.02% 420

Other funds holding KEQU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Kewaunee Scientific (KEQU) in Q3 2024, closing a stake of 500 shares — an estimated $23.6K sold.

Redwood Wealth Management Group first reported a position in KEQU in Q2 2024 and held it in 1 quarter. The position peaked at $23.6K in Q2 2024. 35 funds tracked by Wall St. Rank hold KEQU as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Kewaunee Scientific position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 500 Kewaunee Scientific shares in Q3 2024, an estimated $23.6K.
  • Redwood Wealth Management Group first reported a position in Kewaunee Scientific in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Kewaunee Scientific position peaked at $23.6K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Kewaunee Scientific as of Q3 2024.

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