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Atria Wealth Solutions’s KBR KBR Stock Holding History

Atria Wealth Solutions’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
2023
Q4 		– Sell
-3,531
Closed -$208K – 1984
2023
Q3 		$208K Hold
3,531
– – ﹤0.01% 1677
2023
Q2 		$230K Buy
+3,531
New +$211K ﹤0.01% 1610

Other funds holding KBR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Atria Wealth Solutions's KBR Position: Q4 2023 in Review

Atria Wealth Solutions sold out of KBR (KBR) in Q4 2023, closing a stake of 3,531 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in KBR in Q2 2023 and held it in 2 quarters. The position peaked at $230K in Q2 2023. 367 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

  • Atria Wealth Solutions reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,531 KBR shares in Q4 2023, an estimated $208K.
  • Atria Wealth Solutions first reported a position in KBR in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's KBR position peaked at $230K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.