B. Riley Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

B. Riley Wealth Management’s Portfolio KW Stock Details KW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$195	Buy	10,289 +101	+1%	+$2.17K	﹤0.01%	673
2022 Q1	$248K	Buy	10,188 +98	+1%	+$2.25K	0.02%	501
2021 Q4	$241K	Hold	10,090	–	–	0.02%	529
2021 Q3	$211K	Buy	+10,090	New	+$210K	0.02%	554
2020 Q3	–	Sell	-10,090	Closed	-$154K	–	480
2020 Q2	$154K	Buy	+10,090	New	+$145K	0.02%	382
2020 Q1	–	Sell	-12,702	Closed	-$283K	–	544
2019 Q4	$283K	Buy	12,702 +82	+0.6%	+$1.84K	0.04%	298
2019 Q3	$277K	Hold	12,620	–	–	0.05%	288
2019 Q2	$260	Hold	12,620	–	–	0.04%	310
2019 Q1	$270K	Buy	+12,620	New	+$256K	0.05%	296

Other funds holding KW

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

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

B. Riley Wealth Management's KW Position: Q2 2022 in Review

B. Riley Wealth Management increased its Kennedy-Wilson Holdings (KW) stake by 0.99% in Q2 2022, buying an estimated $2.17K and bringing the position to 10,289 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #673.

B. Riley Wealth Management first reported a position in KW in Q1 2019 and has held it in 9 quarters since. The position peaked at $283K in Q4 2019. 197 funds tracked by Wall St. Rank hold KW as of Q2 2022.

B. Riley Wealth Management held 10,289 shares of Kennedy-Wilson Holdings worth $195 as of Q2 2022.
B. Riley Wealth Management bought 101 Kennedy-Wilson Holdings shares in Q2 2022, an estimated $2.17K.
Kennedy-Wilson Holdings made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #673 holding.
B. Riley Wealth Management first reported a position in Kennedy-Wilson Holdings in Q1 2019 and has held it in 9 quarters since.
B. Riley Wealth Management's Kennedy-Wilson Holdings position peaked at $283K in Q4 2019.
197 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.