TWA
KAMN

TCI Wealth Advisors’s Kaman Corp KAMN Stock Holding History

TCI Wealth Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-541
Closed -$12.4K – 2421
2023
Q1 		$12.4K Hold
541
– – ﹤0.01% 955
2022
Q4 		$12.1K Buy
541
+431
+392% +$10.4K ﹤0.01% 939
2022
Q3 		$3K Hold
110
– – ﹤0.01% 1879
2022
Q2 		$3K Sell
110
-54
-33% -$2K ﹤0.01% 1937
2022
Q1 		$7K Hold
164
– – ﹤0.01% 1372
2021
Q4 		$7K Hold
164
– – ﹤0.01% 1478
2021
Q3 		$6K Sell
164
-14
-8% -$578 ﹤0.01% 1534
2021
Q2 		$9K Hold
178
– – ﹤0.01% 1072
2021
Q1 		$9K Buy
+178
New +$9.69K ﹤0.01% 949
2020
Q4 		– Sell
-41
Closed -$2K – 1699
2020
Q3 		$2K Buy
+41
New +$1.76K ﹤0.01% 1213

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Kaman Corp (KAMN) in Q2 2023, closing a stake of 541 shares — an estimated $12.4K sold.

TCI Wealth Advisors first reported a position in KAMN in Q3 2020 and held it in 10 quarters. The position peaked at $12.4K in Q1 2023. 144 funds tracked by Wall St. Rank hold KAMN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Kaman Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 541 Kaman Corp shares in Q2 2023, an estimated $12.4K.
  • TCI Wealth Advisors first reported a position in Kaman Corp in Q3 2020 and held it in 10 quarters.
  • TCI Wealth Advisors's Kaman Corp position peaked at $12.4K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Kaman Corp as of Q2 2023.

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