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West Paces Advisors’s Kadant KAI Stock Holding History

West Paces Advisors’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
2023
Q2 		– Sell
-28
Closed -$5.84K – 559
2023
Q1 		$5.84K Hold
28
– – ﹤0.01% 416
2022
Q4 		$4.97K Hold
28
– – ﹤0.01% 393
2022
Q3 		$4.67K Hold
28
– – ﹤0.01% 393
2022
Q2 		$5.11K Hold
28
– – ﹤0.01% 406
2022
Q1 		$5.44K Hold
28
– – ﹤0.01% 405
2021
Q4 		$6.45K Buy
28
+3
+12% +$669 ﹤0.01% 406
2021
Q3 		$5.1K Hold
25
– – ﹤0.01% 419
2021
Q2 		$4.4K Buy
+25
New +$4.4K ﹤0.01% 442

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Paces Advisors's KAI Position: Q2 2023 in Review

West Paces Advisors sold out of Kadant (KAI) in Q2 2023, closing a stake of 28 shares — an estimated $5.84K sold.

West Paces Advisors first reported a position in KAI in Q2 2021 and held it in 8 quarters. The position peaked at $6.45K in Q4 2021. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

  • West Paces Advisors reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
  • West Paces Advisors sold 28 Kadant shares in Q2 2023, an estimated $5.84K.
  • West Paces Advisors first reported a position in Kadant in Q2 2021 and held it in 8 quarters.
  • West Paces Advisors's Kadant position peaked at $6.45K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on West Paces Advisors's 13F filing for Q2 2023, filed 18 Dec 2023.