Avior Wealth Management’s KBR KBR Stock Holding History

Avior 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	-4	Closed	-$231	–	1588
2024 Q4	$231	Buy	+4	New	+$255	﹤0.01%	2351

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Avior Wealth Management sold out of KBR (KBR) in Q1 2025, closing a stake of 4 shares — an estimated $231 sold.

Avior Wealth Management first reported a position in KBR in Q4 2024 and held it in 1 quarter. The position peaked at $231 in Q4 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

Avior Wealth Management reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4 KBR shares in Q1 2025, an estimated $231.
Avior Wealth Management first reported a position in KBR in Q4 2024 and held it in 1 quarter.
Avior Wealth Management's KBR position peaked at $231 in Q4 2024.
392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.