TrueWealth LLC’s KVH Industries KVHI Stock Holding History

TrueWealth LLC’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
2020 Q2	$3K	Hold	384	–	–	﹤0.01%	614
2020 Q1	$4K	Hold	384	–	–	﹤0.01%	582
2019 Q4	$4K	Hold	384	–	–	﹤0.01%	603
2019 Q3	$4K	Hold	384	–	–	﹤0.01%	581
2019 Q2	$4K	Hold	384	–	–	﹤0.01%	592
2019 Q1	$4K	Hold	384	–	–	﹤0.01%	603
2018 Q4	$4K	Hold	384	–	–	﹤0.01%	585
2018 Q3	$5K	Hold	384	–	–	﹤0.01%	619
2018 Q2	$5K	Hold	384	–	–	﹤0.01%	615
2018 Q1	$4K	Hold	384	–	–	﹤0.01%	621
2017 Q4	$4K	Buy	+384	New	+$4.27K	﹤0.01%	706

Other funds holding KVHI

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrueWealth LLC's KVHI Position: Q2 2020 in Review

TrueWealth LLC held its KVH Industries (KVHI) position steady in Q2 2020 at 384 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

TrueWealth LLC first reported a position in KVHI in Q4 2017 and has held it in 11 quarters since. The position peaked at $5K in Q3 2018. 61 funds tracked by Wall St. Rank hold KVHI as of Q2 2020.

TrueWealth LLC held 384 shares of KVH Industries worth $3K as of Q2 2020.
TrueWealth LLC left its KVH Industries share count unchanged in Q2 2020.
KVH Industries made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #614 holding.
TrueWealth LLC first reported a position in KVH Industries in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's KVH Industries position peaked at $5K in Q3 2018.
61 funds tracked by Wall St. Rank held KVH Industries as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.