Wells Fargo’s Kaival Brands Innovations Group KAVL Stock Holding History

Wells Fargo’s Portfolio KAVL Stock Details KAVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	-$18	–	7193
2024 Q1	$18	Hold	6	–	–	﹤0.01%	7144
2023 Q4	$25	Buy	6 +1	+20%	+$6	﹤0.01%	7139
2023 Q3	$49	Hold	5	–	–	﹤0.01%	6922
2023 Q2	$79	Hold	5	–	–	﹤0.01%	6926
2023 Q1	$70	Hold	5	–	–	﹤0.01%	7022
2022 Q4	$86	Buy	5 +1	+25%	+$22	﹤0.01%	6834
2022 Q3	$0	Hold	4	–	–	﹤0.01%	7020
2022 Q2	$0	Buy	4 +1	+33%	+$27	﹤0.01%	7162
2022 Q1	$0	Hold	3	–	–	﹤0.01%	7452
2021 Q4	$0	Buy	3 +1	+50%	+$28	﹤0.01%	7529
2021 Q3	$0	Buy	+2	New	+$215	﹤0.01%	7253

Other funds holding KAVL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo's KAVL Position: Q2 2024 in Review

Wells Fargo sold out of Kaival Brands Innovations Group (KAVL) in Q2 2024, closing a stake of 6 shares — an estimated $18 sold.

Wells Fargo first reported a position in KAVL in Q3 2021 and held it in 11 quarters. The position peaked at $86 in Q4 2022. 7 funds tracked by Wall St. Rank hold KAVL as of Q2 2024.

Wells Fargo reported no remaining Kaival Brands Innovations Group position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 6 Kaival Brands Innovations Group shares in Q2 2024, an estimated $18.
Wells Fargo first reported a position in Kaival Brands Innovations Group in Q3 2021 and held it in 11 quarters.
Wells Fargo's Kaival Brands Innovations Group position peaked at $86 in Q4 2022.
7 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.