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Retirement Financial Solutions’s KVH Industries KVHI Stock Holding History

Retirement Financial Solutions’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-630
Closed -$6.44K – 149
2022
Q4 		$6.44K Buy
+630
New +$6.39K 0.01% 160

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
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
PCM
Potomac Capital Management New York $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Retirement Financial Solutions's KVHI Position: Q1 2023 in Review

Retirement Financial Solutions sold out of KVH Industries (KVHI) in Q1 2023, closing a stake of 630 shares — an estimated $6.44K sold.

Retirement Financial Solutions first reported a position in KVHI in Q4 2022 and held it in 1 quarter. The position peaked at $6.44K in Q4 2022. 65 funds tracked by Wall St. Rank hold KVHI as of Q1 2023.

  • Retirement Financial Solutions reported no remaining KVH Industries position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 630 KVH Industries shares in Q1 2023, an estimated $6.44K.
  • Retirement Financial Solutions first reported a position in KVH Industries in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's KVH Industries position peaked at $6.44K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held KVH Industries as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.