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Sonora Investment Management’s KVH Industries KVHI Stock Holding History

Sonora Investment Management’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
2020
Q2 		– Sell
-125
Closed -$1K – 1830
2020
Q1 		$1K Hold
125
– – ﹤0.01% 1580
2019
Q4 		$1K Buy
+125
New +$1.33K ﹤0.01% 1632

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sonora Investment Management's KVHI Position: Q2 2020 in Review

Sonora Investment Management sold out of KVH Industries (KVHI) in Q2 2020, closing a stake of 125 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in KVHI in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 61 funds tracked by Wall St. Rank hold KVHI as of Q2 2020.

  • Sonora Investment Management reported no remaining KVH Industries position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 125 KVH Industries shares in Q2 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in KVH Industries in Q4 2019 and held it in 2 quarters.
  • Sonora Investment Management's KVH Industries position peaked at $1K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held KVH Industries as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.