SPIA
KBAL

Steward Partners Investment Advisory’s Kimball International KBAL Stock Holding History

Steward Partners Investment Advisory’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,400
Closed -$29K – 3520
2020
Q4 		$29K Buy
+2,400
New +$27.3K ﹤0.01% 1934

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EVM
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State Street
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Geode Capital Management
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DRZID
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JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Steward Partners Investment Advisory's KBAL Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Kimball International (KBAL) in Q1 2021, closing a stake of 2,400 shares — an estimated $29K sold.

Steward Partners Investment Advisory first reported a position in KBAL in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 128 funds tracked by Wall St. Rank hold KBAL as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Kimball International position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,400 Kimball International shares in Q1 2021, an estimated $29K.
  • Steward Partners Investment Advisory first reported a position in Kimball International in Q4 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Kimball International position peaked at $29K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held Kimball International as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.