Bartlett & Co Wealth Management’s KB Financial Group KB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KB Stock Details KB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,475	Closed	-$122K	–	1083
2021 Q1	$122K	Hold	2,475	–	–	﹤0.01%	389
2020 Q4	$98K	Hold	2,475	–	–	﹤0.01%	413
2020 Q3	$79.5K	Hold	2,475	–	–	﹤0.01%	416
2020 Q2	$68.9K	Hold	2,475	–	–	﹤0.01%	440
2020 Q1	$67.3K	Buy	+2,475	New	+$83.8K	﹤0.01%	417

Other funds holding KB

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bartlett & Co Wealth Management's KB Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of KB Financial Group (KB) in Q2 2021, closing a stake of 2,475 shares — an estimated $122K sold.

Bartlett & Co Wealth Management first reported a position in KB in Q1 2020 and held it in 5 quarters. The position peaked at $122K in Q1 2021. 169 funds tracked by Wall St. Rank hold KB as of Q2 2021.

Bartlett & Co Wealth Management reported no remaining KB Financial Group position as of Q2 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2,475 KB Financial Group shares in Q2 2021, an estimated $122K.
Bartlett & Co Wealth Management first reported a position in KB Financial Group in Q1 2020 and held it in 5 quarters.
Bartlett & Co Wealth Management's KB Financial Group position peaked at $122K in Q1 2021.
169 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.