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Spire Wealth Management’s Kadant KAI Stock Holding History

Spire Wealth Management’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$2.09K – 2465
2023
Q1 		$2.09K Hold
10
– – ﹤0.01% 2257
2022
Q4 		$2K Hold
10
– – ﹤0.01% 2061
2022
Q3 		$2K Buy
+10
New +$1.86K ﹤0.01% 1960

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's KAI Position: Q2 2023 in Review

Spire Wealth Management sold out of Kadant (KAI) in Q2 2023, closing a stake of 10 shares — an estimated $2.09K sold.

Spire Wealth Management first reported a position in KAI in Q3 2022 and held it in 3 quarters. The position peaked at $2.09K in Q1 2023. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

  • Spire Wealth Management reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 10 Kadant shares in Q2 2023, an estimated $2.09K.
  • Spire Wealth Management first reported a position in Kadant in Q3 2022 and held it in 3 quarters.
  • Spire Wealth Management's Kadant position peaked at $2.09K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.