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Atlas Private Wealth Advisors’s Kirby Corp KEX Stock Holding History

Atlas Private Wealth Advisors’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16
Closed -$1K – 869
2021
Q1 		$1K Buy
+16
New +$961 ﹤0.01% 817

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Atlas Private Wealth Advisors's KEX Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Kirby Corp (KEX) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in KEX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 240 funds tracked by Wall St. Rank hold KEX as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Kirby Corp position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 16 Kirby Corp shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Kirby Corp in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Kirby Corp position peaked at $1K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.