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Westwood Holdings Group’s KULR Technology Group KULR Stock Holding History

Westwood Holdings Group’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,063
Closed -$9K – 467
2023
Q3 		$9K Buy
+3,063
New +$17.4K ﹤0.01% 447

Other funds holding KULR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Westwood Holdings Group's KULR Position: Q4 2023 in Review

Westwood Holdings Group sold out of KULR Technology Group (KULR) in Q4 2023, closing a stake of 3,063 shares — an estimated $9K sold.

Westwood Holdings Group first reported a position in KULR in Q3 2023 and held it in 1 quarter. The position peaked at $9K in Q3 2023. 38 funds tracked by Wall St. Rank hold KULR as of Q4 2023.

  • Westwood Holdings Group reported no remaining KULR Technology Group position as of Q4 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 3,063 KULR Technology Group shares in Q4 2023, an estimated $9K.
  • Westwood Holdings Group first reported a position in KULR Technology Group in Q3 2023 and held it in 1 quarter.
  • Westwood Holdings Group's KULR Technology Group position peaked at $9K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held KULR Technology Group as of Q4 2023.

Based on Westwood Holdings Group's 13F filing for Q4 2023, filed 13 Feb 2024.