SWA
KMT icon

Sutton Wealth Advisors’s Kennametal KMT Stock Holding History

Sutton Wealth Advisors’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$722 – 1199
2022
Q4 		$722 Sell
30
-2
-6% -$50 ﹤0.01% 1417
2022
Q3 		$659 Buy
32
+9
+39% +$218 ﹤0.01% 1409
2022
Q2 		$534 Buy
+23
New +$605 ﹤0.01% 1439
2022
Q1 		– Sell
-9
Closed -$323 – 1674
2021
Q4 		$323 Buy
+9
New +$335 ﹤0.01% 1593

Other funds holding KMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sutton Wealth Advisors's KMT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Kennametal (KMT) in Q1 2023, closing a stake of 30 shares — an estimated $722 sold.

Sutton Wealth Advisors first reported a position in KMT in Q4 2021 and held it in 4 quarters. The position peaked at $722 in Q4 2022. 190 funds tracked by Wall St. Rank hold KMT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Kennametal position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 30 Kennametal shares in Q1 2023, an estimated $722.
  • Sutton Wealth Advisors first reported a position in Kennametal in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Kennametal position peaked at $722 in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Kennametal as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.