Steward Partners Investment Advisory’s KVH Industries KVHI Stock Holding History

Steward Partners Investment Advisory’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
2023 Q4	–	Sell	-500	Closed	-$2.55K	–	3524
2023 Q3	$2.55K	Hold	500	–	–	﹤0.01%	3035
2023 Q2	$4.57K	Hold	500	–	–	﹤0.01%	2817
2023 Q1	$5.69K	Hold	500	–	–	﹤0.01%	2744
2022 Q4	$5.11K	Sell	500 -3,000	-86%	-$30.4K	﹤0.01%	2765
2022 Q3	$32K	Hold	3,500	–	–	﹤0.01%	2001
2022 Q2	$30K	Hold	3,500	–	–	﹤0.01%	2035
2022 Q1	$32K	Sell	3,500 -15,870	-82%	-$142K	﹤0.01%	2144
2021 Q4	$178K	Buy	+19,370	New	+$194K	﹤0.01%	1359

Other funds holding KVHI

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Potomac Capital Management New York $115M AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RAM

Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Steward Partners Investment Advisory's KVHI Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of KVH Industries (KVHI) in Q4 2023, closing a stake of 500 shares — an estimated $2.55K sold.

Steward Partners Investment Advisory first reported a position in KVHI in Q4 2021 and held it in 8 quarters. The position peaked at $178K in Q4 2021. 69 funds tracked by Wall St. Rank hold KVHI as of Q4 2023.

Steward Partners Investment Advisory reported no remaining KVH Industries position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 KVH Industries shares in Q4 2023, an estimated $2.55K.
Steward Partners Investment Advisory first reported a position in KVH Industries in Q4 2021 and held it in 8 quarters.
Steward Partners Investment Advisory's KVH Industries position peaked at $178K in Q4 2021.
69 funds tracked by Wall St. Rank held KVH Industries as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.