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Advisor Partners’s KB Financial Group KB Stock Holding History

Advisor Partners’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$535K Sell
14,394
-2,897
-17% -$132K 0.04% 461
2022
Q1 		$844K Sell
17,291
-1,048
-6% -$51.8K 0.05% 350
2021
Q4 		$847K Buy
18,339
+862
+5% +$41K 0.05% 353
2021
Q3 		$811K Buy
17,477
+447
+3% +$20.2K 0.05% 337
2021
Q2 		$840K Buy
17,030
+689
+4% +$34.4K 0.06% 338
2021
Q1 		$808K Buy
16,341
+396
+2% +$16.5K 0.06% 336
2020
Q4 		$631K Buy
15,945
+464
+3% +$18.2K 0.05% 376
2020
Q3 		$497K Buy
15,481
+561
+4% +$17.4K 0.04% 393
2020
Q2 		$415K Sell
14,920
-6,916
-32% -$189K 0.04% 414
2020
Q1 		$593K Buy
21,836
+8,967
+70% +$304K 0.07% 252
2019
Q4 		$527K Buy
12,869
+2,698
+27% +$103K 0.05% 333
2019
Q3 		$363K Buy
10,171
+4,580
+82% +$161K 0.04% 408
2019
Q2 		$221K Buy
+5,591
New +$218K 0.03% 575
2019
Q1 		– Sell
-11,005
Closed -$462K – 652
2018
Q4 		$462K Buy
+11,005
New +$481K 0.07% 285

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Advisor Partners's KB Position: Q2 2022 in Review

Advisor Partners reduced its KB Financial Group (KB) stake by 17% in Q2 2022, selling an estimated $132K and leaving 14,394 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #461.

Advisor Partners first reported a position in KB in Q4 2018 and has held it in 14 quarters since. The position peaked at $847K in Q4 2021. 172 funds tracked by Wall St. Rank hold KB as of Q2 2022.

  • Advisor Partners held 14,394 shares of KB Financial Group worth $535K as of Q2 2022.
  • Advisor Partners sold 2,897 KB Financial Group shares in Q2 2022, an estimated $132K.
  • KB Financial Group made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #461 holding.
  • Advisor Partners first reported a position in KB Financial Group in Q4 2018 and has held it in 14 quarters since.
  • Advisor Partners's KB Financial Group position peaked at $847K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.