Summit Trail Advisors’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

Summit Trail Advisors’s Portfolio KNBE Stock Details KNBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41,626	Closed	-$1.03M	–	450
2022 Q4	$1.03M	Buy	41,626 +80	+0.2%	+$1.95K	0.05%	115
2022 Q3	$865K	Sell	41,546 -79	-0.2%	-$1.46K	0.05%	119
2022 Q2	$650K	Buy	+41,625	New	+$814K	0.04%	159
2022 Q1	–	Sell	-68,721	Closed	-$1.58M	–	385
2021 Q4	$1.58M	Buy	68,721 +231	+0.3%	+$5.42K	0.1%	103
2021 Q3	$1.5M	Buy	+68,490	New	+$1.71M	0.11%	88

Other funds holding KNBE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Trail Advisors's KNBE Position: Q1 2023 in Review

Summit Trail Advisors sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q1 2023, closing a stake of 41,626 shares — an estimated $1.03M sold.

Summit Trail Advisors first reported a position in KNBE in Q3 2021 and held it in 5 quarters. The position peaked at $1.58M in Q4 2021. 1 fund tracked by Wall St. Rank holds KNBE as of Q1 2023.

Summit Trail Advisors reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Summit Trail Advisors sold 41,626 KnowBe4, Inc. Class A Common Stock shares in Q1 2023, an estimated $1.03M.
Summit Trail Advisors first reported a position in KnowBe4, Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
Summit Trail Advisors's KnowBe4, Inc. Class A Common Stock position peaked at $1.58M in Q4 2021.
1 fund tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q1 2023.

Based on Summit Trail Advisors's 13F filing for Q1 2023, filed 4 May 2023.