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Simplicity Wealth’s Kratos Defense & Security Solutions KTOS Stock Holding History

Simplicity Wealth’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-133,882
Closed -$2.68M – 882
2024
Q2 		$2.68M Sell
133,882
-8,123
-6% -$159K 0.06% 303
2024
Q1 		$2.61M Buy
+142,005
New +$2.59M 0.06% 298

Other funds holding KTOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Simplicity Wealth's KTOS Position: Q3 2024 in Review

Simplicity Wealth sold out of Kratos Defense & Security Solutions (KTOS) in Q3 2024, closing a stake of 133,882 shares — an estimated $2.68M sold.

Simplicity Wealth first reported a position in KTOS in Q1 2024 and held it in 2 quarters. The position peaked at $2.68M in Q2 2024. 330 funds tracked by Wall St. Rank hold KTOS as of Q3 2024.

  • Simplicity Wealth reported no remaining Kratos Defense & Security Solutions position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 133,882 Kratos Defense & Security Solutions shares in Q3 2024, an estimated $2.68M.
  • Simplicity Wealth first reported a position in Kratos Defense & Security Solutions in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Kratos Defense & Security Solutions position peaked at $2.68M in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q3 2024.

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