AAS
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Avantax Advisory Services’s KBR KBR Stock Holding History

Avantax Advisory Services’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
2024
Q1 		– Sell
-4,937
Closed -$274K – 1707
2023
Q4 		$274K Sell
4,937
-2,400
-33% -$132K ﹤0.01% 1286
2023
Q3 		$432K Buy
7,337
+109
+2% +$6.72K ﹤0.01% 1006
2023
Q2 		$470K Sell
7,228
-164
-2% -$9.78K 0.01% 963
2023
Q1 		$407K Buy
7,392
+164
+2% +$8.58K 0.01% 1000
2022
Q4 		$382K Buy
7,228
+49
+0.7% +$2.44K 0.01% 988
2022
Q3 		$310K Buy
7,179
+382
+6% +$18.8K ﹤0.01% 990
2022
Q2 		$329K Sell
6,797
-2,806
-29% -$139K 0.01% 973
2022
Q1 		$528K Sell
9,603
-686
-7% -$33.3K 0.01% 771
2021
Q4 		$490K Sell
10,289
-878
-8% -$38.8K 0.01% 764
2021
Q3 		$441K Buy
11,167
+449
+4% +$17.4K 0.01% 760
2021
Q2 		$411K Buy
10,718
+1,609
+18% +$63.8K 0.01% 777
2021
Q1 		$351K Buy
9,109
+197
+2% +$6.28K 0.01% 745
2020
Q4 		$274K Buy
+8,912
New +$235K 0.01% 761

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Advisory Services's KBR Position: Q1 2024 in Review

Avantax Advisory Services sold out of KBR (KBR) in Q1 2024, closing a stake of 4,937 shares — an estimated $274K sold.

Avantax Advisory Services first reported a position in KBR in Q4 2020 and held it in 13 quarters. The position peaked at $528K in Q1 2022. 372 funds tracked by Wall St. Rank hold KBR as of Q1 2024.

  • Avantax Advisory Services reported no remaining KBR position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 4,937 KBR shares in Q1 2024, an estimated $274K.
  • Avantax Advisory Services first reported a position in KBR in Q4 2020 and held it in 13 quarters.
  • Avantax Advisory Services's KBR position peaked at $528K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held KBR as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.