Avior Wealth Management’s Kohl's KSS Stock Holding History

Avior Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$4.21K	–	1618
2024 Q4	$4.21K	Hold	300	–	–	﹤0.01%	1922
2024 Q3	$6.33K	Hold	300	–	–	﹤0.01%	1696
2024 Q2	$6.9K	Sell	300 -41	-12%	-$990	﹤0.01%	1628
2024 Q1	$9.94K	Buy	341 +41	+14%	+$1.1K	﹤0.01%	1875
2023 Q4	$8.6K	Hold	300	–	–	﹤0.01%	1017
2023 Q3	$6.29K	Buy	+300	New	+$7.57K	﹤0.01%	1125
2021 Q1	–	Sell	-18	Closed	–	–	1089
2020 Q4	$0	Buy	+18	New	+$524	﹤0.01%	1046
2018 Q2	–	Sell	-7	Closed	–	–	824
2018 Q1	$0	Hold	7	–	–	﹤0.01%	808
2017 Q4	$0	Buy	+7	New	+$322	﹤0.01%	797
2017 Q2	–	Sell	-165	Closed	-$7K	–	470
2017 Q1	$7K	Sell	165 -34	-17%	-$1.39K	﹤0.01%	387
2016 Q4	$10K	Buy	199 +34	+21%	+$1.68K	﹤0.01%	331
2016 Q3	$7K	Buy	+165	New	+$6.91K	﹤0.01%	364

Other funds holding KSS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return