AWM
KBR icon

AE Wealth Management’s KBR KBR Stock Holding History

AE Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,507
Closed -$377K – 2226
2024
Q4 		$377K Buy
6,507
+3,082
+90% +$197K ﹤0.01% 1003
2024
Q3 		$223K Buy
3,425
+76
+2% +$4.95K ﹤0.01% 1136
2024
Q2 		$215K Sell
3,349
-4
-0.1% -$258 ﹤0.01% 1142
2024
Q1 		$214K Sell
3,353
-799
-19% -$45.5K ﹤0.01% 1072
2023
Q4 		$218K Buy
+4,152
New +$229K ﹤0.01% 1857

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

AE Wealth Management's KBR Position: Q1 2025 in Review

AE Wealth Management sold out of KBR (KBR) in Q1 2025, closing a stake of 6,507 shares — an estimated $377K sold.

AE Wealth Management first reported a position in KBR in Q4 2023 and held it in 5 quarters. The position peaked at $377K in Q4 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

  • AE Wealth Management reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 6,507 KBR shares in Q1 2025, an estimated $377K.
  • AE Wealth Management first reported a position in KBR in Q4 2023 and held it in 5 quarters.
  • AE Wealth Management's KBR position peaked at $377K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.