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Wealthspire Advisors (Maryland)’s Kaiser Aluminum KALU Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed -$3K – 1251
2019
Q1 		$3K Hold
25
– – ﹤0.01% 2010
2018
Q4 		$2K Buy
25
+18
+257% +$1.74K ﹤0.01% 2092
2018
Q3 		$1K Hold
7
– – ﹤0.01% 2293
2018
Q2 		$1K Hold
7
– – ﹤0.01% 2319
2018
Q1 		$1K Hold
7
– – ﹤0.01% 2350
2017
Q4 		$1K Hold
7
– – ﹤0.01% 2296
2017
Q3 		$1K Buy
+7
New +$674 ﹤0.01% 2103

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KALU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kaiser Aluminum (KALU) in Q2 2019, closing a stake of 25 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in KALU in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kaiser Aluminum position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Kaiser Aluminum shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Kaiser Aluminum in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Kaiser Aluminum position peaked at $3K in Q1 2019.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.