WIA
KE

Wetzel Investment Advisors’s Kimball Electronics KE Stock Holding History

Wetzel Investment Advisors’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-54
Closed -$1.17K – 532
2024
Q2 		$1.17K Hold
54
– – ﹤0.01% 798
2024
Q1 		$1.13K Hold
54
– – ﹤0.01% 916
2023
Q4 		$1K Buy
+54
New +$1.39K ﹤0.01% 945

Other funds holding KE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Wetzel Investment Advisors's KE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Kimball Electronics (KE) in Q3 2024, closing a stake of 54 shares — an estimated $1.17K sold.

Wetzel Investment Advisors first reported a position in KE in Q4 2023 and held it in 3 quarters. The position peaked at $1.17K in Q2 2024. 156 funds tracked by Wall St. Rank hold KE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Kimball Electronics position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 54 Kimball Electronics shares in Q3 2024, an estimated $1.17K.
  • Wetzel Investment Advisors first reported a position in Kimball Electronics in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Kimball Electronics position peaked at $1.17K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.