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Wescott Financial Advisory Group’s Katapult Holdings KPLT Stock Holding History

Wescott Financial Advisory Group’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-887
Closed -$19.9K – 159
2023
Q2 		$19.9K Hold
887
– – ﹤0.01% 161
2023
Q1 		$9.88K Hold
887
– – ﹤0.01% 157
2022
Q4 		$21.2K Sell
887
-400
-31% -$9.56K ﹤0.01% 155
2022
Q3 		$31K Buy
+1,287
New +$39.7K 0.01% 137

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wescott Financial Advisory Group's KPLT Position: Q3 2023 in Review

Wescott Financial Advisory Group sold out of Katapult Holdings (KPLT) in Q3 2023, closing a stake of 887 shares — an estimated $19.9K sold.

Wescott Financial Advisory Group first reported a position in KPLT in Q3 2022 and held it in 4 quarters. The position peaked at $31K in Q3 2022. 23 funds tracked by Wall St. Rank hold KPLT as of Q3 2023.

  • Wescott Financial Advisory Group reported no remaining Katapult Holdings position as of Q3 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 887 Katapult Holdings shares in Q3 2023, an estimated $19.9K.
  • Wescott Financial Advisory Group first reported a position in Katapult Holdings in Q3 2022 and held it in 4 quarters.
  • Wescott Financial Advisory Group's Katapult Holdings position peaked at $31K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Katapult Holdings as of Q3 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2023, filed 9 Nov 2023.