Avior Wealth Management’s Kirby Corp KEX Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-95	Closed	-$9.05K	–	3021
2024 Q1	$9.05K	Buy	+95	New	+$8.02K	﹤0.01%	1903

Other funds holding KEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avior Wealth Management's KEX Position: Q2 2024 in Review

Avior Wealth Management sold out of Kirby Corp (KEX) in Q2 2024, closing a stake of 95 shares — an estimated $9.05K sold.

Avior Wealth Management first reported a position in KEX in Q1 2024 and held it in 1 quarter. The position peaked at $9.05K in Q1 2024. 403 funds tracked by Wall St. Rank hold KEX as of Q2 2024.

Avior Wealth Management reported no remaining Kirby Corp position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 95 Kirby Corp shares in Q2 2024, an estimated $9.05K.
Avior Wealth Management first reported a position in Kirby Corp in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Kirby Corp position peaked at $9.05K in Q1 2024.
403 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.