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Toth Financial Advisory’s KVH Industries KVHI Stock Holding History

Toth Financial Advisory’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$1K – 772
2021
Q2 		$1K Hold
100
– – ﹤0.01% 650
2021
Q1 		$1K Hold
100
– – ﹤0.01% 641
2020
Q4 		$1K Hold
100
– – ﹤0.01% 576
2020
Q3 		$1K Buy
+100
New +$839 ﹤0.01% 526

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Toth Financial Advisory's KVHI Position: Q3 2021 in Review

Toth Financial Advisory sold out of KVH Industries (KVHI) in Q3 2021, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in KVHI in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 69 funds tracked by Wall St. Rank hold KVHI as of Q3 2021.

  • Toth Financial Advisory reported no remaining KVH Industries position as of Q3 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 100 KVH Industries shares in Q3 2021, an estimated $1K.
  • Toth Financial Advisory first reported a position in KVH Industries in Q3 2020 and held it in 4 quarters.
  • Toth Financial Advisory's KVH Industries position peaked at $1K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q3 2021.

Based on Toth Financial Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.