Baldwin Wealth Partners’s Kirby Corp KEX Stock Holding History

Baldwin Wealth Partners’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
2023 Q1	–	Sell	-200	Closed	-$12.9K	–	810
2022 Q4	$12.9K	Hold	200	–	–	﹤0.01%	587
2022 Q3	$12K	Sell	200 -150	-43%	-$9.61K	﹤0.01%	497
2022 Q2	$21K	Hold	350	–	–	﹤0.01%	467
2022 Q1	$25K	Hold	350	–	–	﹤0.01%	453
2021 Q4	$21K	Hold	350	–	–	﹤0.01%	451
2021 Q3	$17K	Hold	350	–	–	﹤0.01%	469
2021 Q2	$21K	Hold	350	–	–	﹤0.01%	466
2021 Q1	$21K	Hold	350	–	–	﹤0.01%	453
2020 Q4	$18K	Hold	350	–	–	﹤0.01%	411
2020 Q3	$13K	Hold	350	–	–	﹤0.01%	419
2020 Q2	$19K	Hold	350	–	–	﹤0.01%	393
2020 Q1	$15K	Hold	350	–	–	﹤0.01%	396
2019 Q4	$31K	Hold	350	–	–	﹤0.01%	368
2019 Q3	$29K	Hold	350	–	–	﹤0.01%	371
2019 Q2	$28K	Hold	350	–	–	﹤0.01%	367
2019 Q1	$26K	Hold	350	–	–	﹤0.01%	374
2018 Q4	$24K	Hold	350	–	–	﹤0.01%	362
2018 Q3	$29K	Hold	350	–	–	﹤0.01%	371
2018 Q2	$29K	Hold	350	–	–	﹤0.01%	362
2018 Q1	$27K	Hold	350	–	–	﹤0.01%	357
2017 Q4	$23K	Hold	350	–	–	﹤0.01%	358
2017 Q3	$23K	Hold	350	–	–	﹤0.01%	351
2017 Q2	$23K	Sell	350 -100	-22%	-$6.81K	﹤0.01%	364
2017 Q1	$32K	Hold	450	–	–	0.01%	330
2016 Q4	$30K	Hold	450	–	–	0.01%	337
2016 Q3	$28K	Hold	450	–	–	0.01%	350
2016 Q2	$28K	Hold	450	–	–	0.01%	310
2016 Q1	$27K	Buy	+450	New	+$24.5K	﹤0.01%	343

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

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

Neuberger Berman Group New York $150B AUM 40.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Baldwin Wealth Partners's KEX Position: Q1 2023 in Review

Baldwin Wealth Partners sold out of Kirby Corp (KEX) in Q1 2023, closing a stake of 200 shares — an estimated $12.9K sold.

Baldwin Wealth Partners first reported a position in KEX in Q1 2016 and held it in 28 quarters. The position peaked at $32K in Q1 2017. 284 funds tracked by Wall St. Rank hold KEX as of Q1 2023.

Baldwin Wealth Partners reported no remaining Kirby Corp position as of Q1 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 200 Kirby Corp shares in Q1 2023, an estimated $12.9K.
Baldwin Wealth Partners first reported a position in Kirby Corp in Q1 2016 and held it in 28 quarters.
Baldwin Wealth Partners's Kirby Corp position peaked at $32K in Q1 2017.
284 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2023.

Based on Baldwin Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.