Wealthcare Advisory Partners’s Kadant KAI Stock Holding History

Wealthcare Advisory Partners’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-46	Closed	-$9K	–	1233
2021 Q1	$9K	Buy	+46	New	+$7.38K	﹤0.01%	1486

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthcare Advisory Partners's KAI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Kadant (KAI) in Q2 2021, closing a stake of 46 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in KAI in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 162 funds tracked by Wall St. Rank hold KAI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Kadant position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 46 Kadant shares in Q2 2021, an estimated $9K.
Wealthcare Advisory Partners first reported a position in Kadant in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's Kadant position peaked at $9K in Q1 2021.
162 funds tracked by Wall St. Rank held Kadant as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.