WCM
KMT icon

Wealthcare Capital Management’s Kennametal KMT Stock Holding History

Wealthcare Capital Management’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-148
Closed -$6K – 381
2021
Q1 		$6K Buy
+148
New +$5.76K ﹤0.01% 349

Other funds holding KMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthcare Capital Management's KMT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Kennametal (KMT) in Q2 2021, closing a stake of 148 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in KMT in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 217 funds tracked by Wall St. Rank hold KMT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Kennametal position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 148 Kennametal shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Kennametal in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Kennametal position peaked at $6K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held Kennametal as of Q2 2021.

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