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TCI Wealth Advisors’s Kadant KAI Stock Holding History

TCI Wealth Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$209 – 1246
2023
Q1 		$209 Hold
1
– – ﹤0.01% 2334
2022
Q4 		$178 Sell
1
-22
-96% -$3.92K ﹤0.01% 2346
2022
Q3 		$4K Buy
23
+1
+5% +$186 ﹤0.01% 1620
2022
Q2 		$4K Buy
+22
New +$4.1K ﹤0.01% 1643
2013
Q4 		– Sell
-69
Closed -$2K – 874
2013
Q3 		$2K Hold
69
– – ﹤0.01% 636
2013
Q2 		$2K Buy
+69
New +$1.96K ﹤0.01% 587

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's KAI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Kadant (KAI) in Q2 2023, closing a stake of 1 share — an estimated $209 sold.

TCI Wealth Advisors first reported a position in KAI in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Kadant share in Q2 2023, an estimated $209.
  • TCI Wealth Advisors first reported a position in Kadant in Q2 2013 and held it in 6 quarters.
  • TCI Wealth Advisors's Kadant position peaked at $4K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.