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Sowell Financial Services’s Kaiser Aluminum KALU Stock Holding History

Sowell Financial Services’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-31,090
Closed -$4.28M – 1688
2021
Q1 		$4.28M Buy
+31,090
New +$3.37M 0.15% 136

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sowell Financial Services's KALU Position: Q2 2021 in Review

Sowell Financial Services sold out of Kaiser Aluminum (KALU) in Q2 2021, closing a stake of 31,090 shares — an estimated $4.28M sold.

Sowell Financial Services first reported a position in KALU in Q1 2021 and held it in 1 quarter. The position peaked at $4.28M in Q1 2021. 189 funds tracked by Wall St. Rank hold KALU as of Q2 2021.

  • Sowell Financial Services reported no remaining Kaiser Aluminum position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 31,090 Kaiser Aluminum shares in Q2 2021, an estimated $4.28M.
  • Sowell Financial Services first reported a position in Kaiser Aluminum in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Kaiser Aluminum position peaked at $4.28M in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.