TCI Wealth Advisors’s Kennametal KMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-271
| Closed | -$7.47K | – | 1266 |
|
|
2023
Q1 | $7.47K | Hold |
271
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q4 | $6.52K | Hold |
271
| – | – | ﹤0.01% | 1356 |
|
|
2022
Q3 | $6K | Buy |
271
+123
| +83% | +$2.98K | ﹤0.01% | 1349 |
|
|
2022
Q2 | $3K | Hold |
148
| – | – | ﹤0.01% | 1821 |
|
|
2022
Q1 | $4K | Sell |
148
-222
| -60% | -$7.3K | ﹤0.01% | 1722 |
|
|
2021
Q4 | $13K | Hold |
370
| – | – | ﹤0.01% | 972 |
|
|
2021
Q3 | $13K | Buy |
370
+222
| +150% | +$7.97K | ﹤0.01% | 919 |
|
|
2021
Q2 | $5K | Sell |
148
-52
| -26% | -$2.04K | ﹤0.01% | 1454 |
|
|
2021
Q1 | $8K | Buy |
200
+52
| +35% | +$2.02K | ﹤0.01% | 989 |
|
|
2020
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 857 |
|
|
2020
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 816 |
|
|
2020
Q1 | $3K | Hold |
148
| – | – | ﹤0.01% | 884 |
|
|
2019
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 853 |
|
|
2019
Q3 | $5K | Hold |
148
| – | – | ﹤0.01% | 811 |
|
|
2019
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 772 |
|
|
2019
Q1 | $5K | Hold |
148
| – | – | ﹤0.01% | 795 |
|
|
2018
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 768 |
|
|
2018
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 751 |
|
|
2018
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 779 |
|
|
2018
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 705 |
|
|
2017
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 707 |
|
|
2017
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 699 |
|
|
2017
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 712 |
|
|
2017
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 684 |
|
|
2016
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 775 |
|
|
2016
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 782 |
|
|
2016
Q2 | $3K | Hold |
148
| – | – | ﹤0.01% | 839 |
|
|
2016
Q1 | $3K | Buy |
+148
| New | +$2.87K | ﹤0.01% | 846 |
|
|
2015
Q1 | – | Sell |
-55
| Closed | -$2K | – | 921 |
|
|
2014
Q4 | $2K | Buy |
55
+14
| +34% | +$534 | ﹤0.01% | 734 |
|
|
2014
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 739 |
|
|
2014
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 759 |
|
|
2014
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 720 |
|
|
2013
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 719 |
|
|
2013
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 639 |
|
|
2013
Q2 | $2K | Buy |
+41
| New | +$1.64K | ﹤0.01% | 590 |
|
Other funds holding KMT
AI
BAM
T
TCI Wealth Advisors's KMT Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Kennametal (KMT) in Q2 2023, closing a stake of 271 shares — an estimated $7.47K sold.
TCI Wealth Advisors first reported a position in KMT in Q2 2013 and held it in 36 quarters. The position peaked at $13K in Q4 2021. 223 funds tracked by Wall St. Rank hold KMT as of Q2 2023.
- TCI Wealth Advisors reported no remaining Kennametal position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 271 Kennametal shares in Q2 2023, an estimated $7.47K.
- TCI Wealth Advisors first reported a position in Kennametal in Q2 2013 and held it in 36 quarters.
- TCI Wealth Advisors's Kennametal position peaked at $13K in Q4 2021.
- 223 funds tracked by Wall St. Rank held Kennametal as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.