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Arkadios Wealth Advisors’s KBR KBR Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-650
Closed -$25K – 1221
2021
Q3 		$25K Buy
650
+1
+0.2% +$39 ﹤0.01% 1127
2021
Q2 		$24K Buy
649
+2
+0.3% +$79 ﹤0.01% 1203
2021
Q1 		$24K Buy
+647
New +$20.6K ﹤0.01% 919

Other funds holding KBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

Arkadios Wealth Advisors's KBR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of KBR (KBR) in Q4 2021, closing a stake of 650 shares — an estimated $25K sold.

Arkadios Wealth Advisors first reported a position in KBR in Q1 2021 and held it in 3 quarters. The position peaked at $25K in Q3 2021. 299 funds tracked by Wall St. Rank hold KBR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining KBR position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 650 KBR shares in Q4 2021, an estimated $25K.
  • Arkadios Wealth Advisors first reported a position in KBR in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's KBR position peaked at $25K in Q3 2021.
  • 299 funds tracked by Wall St. Rank held KBR as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.