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Roundview Capital’s KULR Technology Group KULR Stock Holding History

Roundview Capital’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,500
Closed -$24K – 314
2022
Q4 		$24K Buy
+2,500
New +$30.9K ﹤0.01% 289

Other funds holding KULR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roundview Capital's KULR Position: Q1 2023 in Review

Roundview Capital sold out of KULR Technology Group (KULR) in Q1 2023, closing a stake of 2,500 shares — an estimated $24K sold.

Roundview Capital first reported a position in KULR in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 38 funds tracked by Wall St. Rank hold KULR as of Q1 2023.

  • Roundview Capital reported no remaining KULR Technology Group position as of Q1 2023 after selling out during the quarter.
  • Roundview Capital sold 2,500 KULR Technology Group shares in Q1 2023, an estimated $24K.
  • Roundview Capital first reported a position in KULR Technology Group in Q4 2022 and held it in 1 quarter.
  • Roundview Capital's KULR Technology Group position peaked at $24K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held KULR Technology Group as of Q1 2023.

Based on Roundview Capital's 13F filing for Q1 2023, filed 9 May 2023.