AFWM
KW

Abich Financial Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Abich Financial Wealth Management’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-190
Closed -$1.85K – 654
2024
Q2 		$1.85K Buy
+190
New +$1.78K ﹤0.01% 500

Other funds holding KW

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
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's KW Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q3 2024, closing a stake of 190 shares — an estimated $1.85K sold.

Abich Financial Wealth Management first reported a position in KW in Q2 2024 and held it in 1 quarter. The position peaked at $1.85K in Q2 2024. 236 funds tracked by Wall St. Rank hold KW as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 190 Kennedy-Wilson Holdings shares in Q3 2024, an estimated $1.85K.
  • Abich Financial Wealth Management first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Kennedy-Wilson Holdings position peaked at $1.85K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.