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Wetzel Investment Advisors’s Kratos Defense & Security Solutions KTOS Stock Holding History

Wetzel Investment Advisors’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-700
Closed -$12.9K – 545
2024
Q2 		$12.9K Buy
700
+200
+40% +$3.91K 0.01% 421
2024
Q1 		$8.8K Buy
500
+300
+150% +$5.46K 0.01% 560
2023
Q4 		$4K Buy
+200
New +$3.67K ﹤0.01% 729

Other funds holding KTOS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Kratos Defense & Security Solutions (KTOS) in Q3 2024, closing a stake of 700 shares — an estimated $12.9K sold.

Wetzel Investment Advisors first reported a position in KTOS in Q4 2023 and held it in 3 quarters. The position peaked at $12.9K in Q2 2024. 330 funds tracked by Wall St. Rank hold KTOS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Kratos Defense & Security Solutions position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 700 Kratos Defense & Security Solutions shares in Q3 2024, an estimated $12.9K.
  • Wetzel Investment Advisors first reported a position in Kratos Defense & Security Solutions in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Kratos Defense & Security Solutions position peaked at $12.9K in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q3 2024.

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