WR Wealth Planners’s Kennametal KMT Stock Holding History

WR Wealth Planners’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-157	Closed	-$4.33K	–	938
2023 Q1	$4.33K	Buy	+157	New	+$4.33K	﹤0.01%	699

Other funds holding KMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WR Wealth Planners's KMT Position: Q2 2023 in Review

WR Wealth Planners sold out of Kennametal (KMT) in Q2 2023, closing a stake of 157 shares — an estimated $4.33K sold.

WR Wealth Planners first reported a position in KMT in Q1 2023 and held it in 1 quarter. The position peaked at $4.33K in Q1 2023. 223 funds tracked by Wall St. Rank hold KMT as of Q2 2023.

WR Wealth Planners reported no remaining Kennametal position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 157 Kennametal shares in Q2 2023, an estimated $4.33K.
WR Wealth Planners first reported a position in Kennametal in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Kennametal position peaked at $4.33K in Q1 2023.
223 funds tracked by Wall St. Rank held Kennametal as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.