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Baystate Wealth Management’s KB Financial Group KB Stock Holding History

Baystate 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
2023
Q4 		$2.24K Buy
54
+1
+2% +$40 ﹤0.01% 1039
2023
Q3 		$2.21K Hold
53
– – ﹤0.01% 787
2023
Q2 		$1.95K Hold
53
– – ﹤0.01% 847
2023
Q1 		$1.93K Buy
+53
New +$2.19K ﹤0.01% 837

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's KB Position: Q4 2023 in Review

Baystate Wealth Management increased its KB Financial Group (KB) stake by 1.9% in Q4 2023, buying an estimated $40 and bringing the position to 54 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Baystate Wealth Management first reported a position in KB in Q1 2023 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold KB as of Q4 2023.

  • Baystate Wealth Management held 54 shares of KB Financial Group worth $2.24K as of Q4 2023.
  • Baystate Wealth Management bought 1 KB Financial Group share in Q4 2023, an estimated $40.
  • KB Financial Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1039 holding.
  • Baystate Wealth Management first reported a position in KB Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.