BWA
KSS icon

BDO Wealth Advisors’s Kohl's KSS Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$24K Sell
1,040
-225
-18% -$4.87K ﹤0.01% 549
2023
Q1 		$29.8K Hold
1,265
– – ﹤0.01% 517
2022
Q4 		$31.9K Sell
1,265
-12,471
-91% -$354K ﹤0.01% 488
2022
Q3 		$345K Buy
13,736
+42
+0.3% +$1.23K 0.05% 205
2022
Q2 		$489K Buy
13,694
+3,242
+31% +$159K 0.06% 177
2022
Q1 		$632K Buy
10,452
+563
+6% +$31.8K 0.07% 164
2021
Q4 		$488K Sell
9,889
-374
-4% -$19.1K 0.05% 188
2021
Q3 		$483K Buy
10,263
+2,067
+25% +$110K 0.05% 184
2021
Q2 		$452K Sell
8,196
-789
-9% -$45.4K 0.05% 198
2021
Q1 		$536K Sell
8,985
-748
-8% -$38.4K 0.06% 170
2020
Q4 		$396K Sell
9,733
-771
-7% -$22.4K 0.06% 167
2020
Q3 		$195K Buy
10,504
+550
+6% +$11.6K 0.03% 221
2020
Q2 		$207K Buy
9,954
+3,132
+46% +$60.4K 0.04% 214
2020
Q1 		$100K Buy
6,822
+2,900
+74% +$109K 0.02% 272
2019
Q4 		$200K Buy
3,922
+383
+11% +$19.5K 0.05% 190
2019
Q3 		$176K Sell
3,539
-259
-7% -$12.7K 0.05% 207
2019
Q2 		$181K Buy
3,798
+636
+20% +$38.4K 0.05% 201
2019
Q1 		$217K Buy
3,162
+890
+39% +$60.4K 0.06% 167
2018
Q4 		$151K Buy
2,272
+572
+34% +$40.1K 0.05% 171
2018
Q3 		$127K Buy
1,700
+600
+55% +$45.4K 0.04% 193
2018
Q2 		$80K Sell
1,100
-50
-4% -$3.33K 0.03% 235
2018
Q1 		$75K Buy
1,150
+675
+142% +$42.8K 0.03% 207
2017
Q4 		$26K Buy
475
+375
+375% +$17.3K 0.01% 258
2017
Q3 		$5K Hold
100
– – ﹤0.01% 342
2017
Q2 		$4K Buy
+100
New +$3.83K ﹤0.01% 447

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MA
Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BDO Wealth Advisors's KSS Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Kohl's (KSS) stake by 18% in Q2 2023, selling an estimated $4.87K and leaving 1,040 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

BDO Wealth Advisors first reported a position in KSS in Q2 2017 and has held it in 25 quarters since. The position peaked at $632K in Q1 2022. 333 funds tracked by Wall St. Rank hold KSS as of Q2 2023.

  • BDO Wealth Advisors held 1,040 shares of Kohl's worth $24K as of Q2 2023.
  • BDO Wealth Advisors sold 225 Kohl's shares in Q2 2023, an estimated $4.87K.
  • Kohl's made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #549 holding.
  • BDO Wealth Advisors first reported a position in Kohl's in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Kohl's position peaked at $632K in Q1 2022.
  • 333 funds tracked by Wall St. Rank held Kohl's as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.