RPWA
KAMN

Regent Peak Wealth Advisors’s Kaman Corp KAMN Stock Holding History

Regent Peak Wealth Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed -$1K – 1069
2020
Q4 		$1K Buy
+9
New +$442 ﹤0.01% 1029

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Regent Peak Wealth Advisors's KAMN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Kaman Corp (KAMN) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in KAMN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 173 funds tracked by Wall St. Rank hold KAMN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kaman Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 9 Kaman Corp shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Kaman Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kaman Corp position peaked at $1K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.