Summit Wealth Group’s Knowles KN Stock Holding History

Summit Wealth Group’s Portfolio KN Stock Details KN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-125	Closed	-$2K	–	141
2021 Q2	$2K	Hold	125	–	–	﹤0.01%	162
2021 Q1	$3K	Buy	+125	New	+$2.54K	﹤0.01%	141

Other funds holding KN

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Wealth Group's KN Position: Q3 2021 in Review

Summit Wealth Group sold out of Knowles (KN) in Q3 2021, closing a stake of 125 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in KN in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 220 funds tracked by Wall St. Rank hold KN as of Q3 2021.

Summit Wealth Group reported no remaining Knowles position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 125 Knowles shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Knowles in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Knowles position peaked at $3K in Q1 2021.
220 funds tracked by Wall St. Rank held Knowles as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.