TWA
KALU icon

TCI Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

TCI Wealth Advisors’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-99
Closed -$7.39K – 1247
2023
Q1 		$7.39K Hold
99
– – ﹤0.01% 1268
2022
Q4 		$7.52K Buy
99
+54
+120% +$4.32K ﹤0.01% 1262
2022
Q3 		$3K Hold
45
– – ﹤0.01% 1785
2022
Q2 		$4K Sell
45
-49
-52% -$4.58K ﹤0.01% 1644
2022
Q1 		$9K Buy
94
+49
+109% +$4.73K ﹤0.01% 1166
2021
Q4 		$4K Sell
45
-35
-44% -$3.54K ﹤0.01% 1840
2021
Q3 		$9K Buy
80
+35
+78% +$4.17K ﹤0.01% 1172
2021
Q2 		$6K Sell
45
-17
-27% -$2.12K ﹤0.01% 1326
2021
Q1 		$7K Buy
62
+17
+38% +$1.84K ﹤0.01% 1061
2020
Q4 		$4K Sell
45
-35
-44% -$2.68K ﹤0.01% 976
2020
Q3 		$4K Buy
+80
New +$5.13K ﹤0.01% 855

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Kaiser Aluminum (KALU) in Q2 2023, closing a stake of 99 shares — an estimated $7.39K sold.

TCI Wealth Advisors first reported a position in KALU in Q3 2020 and held it in 11 quarters. The position peaked at $9K in Q1 2022. 161 funds tracked by Wall St. Rank hold KALU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Kaiser Aluminum position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 99 Kaiser Aluminum shares in Q2 2023, an estimated $7.39K.
  • TCI Wealth Advisors first reported a position in Kaiser Aluminum in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Kaiser Aluminum position peaked at $9K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2023.

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