SW
KNF icon

Simplicity Wealth’s Knife River KNF Stock Holding History

Simplicity Wealth’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,804
Closed -$547K – 875
2024
Q2 		$547K Buy
7,804
+4,129
+112% +$308K 0.01% 717
2024
Q1 		$298K Buy
+3,675
New +$258K 0.01% 922

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Simplicity Wealth's KNF Position: Q3 2024 in Review

Simplicity Wealth sold out of Knife River (KNF) in Q3 2024, closing a stake of 7,804 shares — an estimated $547K sold.

Simplicity Wealth first reported a position in KNF in Q1 2024 and held it in 2 quarters. The position peaked at $547K in Q2 2024. 392 funds tracked by Wall St. Rank hold KNF as of Q3 2024.

  • Simplicity Wealth reported no remaining Knife River position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,804 Knife River shares in Q3 2024, an estimated $547K.
  • Simplicity Wealth first reported a position in Knife River in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Knife River position peaked at $547K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Knife River as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.