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Wipfli Financial Advisors’s Kadant KAI Stock Holding History

Wipfli Financial 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
2022
Q3 		$8K Buy
+46
New +$8.56K ﹤0.01% 1922

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's KAI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Kadant (KAI) in Q3 2022: 46 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings.

181 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

  • Wipfli Financial Advisors held 46 shares of Kadant worth $8K as of Q3 2022.
  • Kadant was a new Wipfli Financial Advisors position in Q3 2022.
  • Kadant made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1922 holding.
  • 181 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.