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Beaird Harris Wealth Management’s Kohl's KSS Stock Holding History

Beaird Harris Wealth Management’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
2024
Q1 		– Sell
-287
Closed -$8.22K – 637
2023
Q4 		$8.22K Buy
287
+5
+2% +$117 ﹤0.01% 342
2023
Q3 		$5.9K Buy
282
+7
+3% +$177 ﹤0.01% 297
2023
Q2 		$6.35K Buy
275
+5
+2% +$108 ﹤0.01% 301
2023
Q1 		$6.35K Buy
270
+7
+3% +$197 ﹤0.01% 302
2022
Q4 		$6.65K Buy
263
+5
+2% +$142 ﹤0.01% 376
2022
Q3 		$6K Buy
+258
New +$7.53K ﹤0.01% 328
2022
Q2 		– Sell
-153
Closed -$9K – 510
2022
Q1 		$9K Sell
153
-149
-49% -$8.42K ﹤0.01% 348
2021
Q4 		$15K Buy
+302
New +$15.4K 0.01% 352

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Beaird Harris Wealth Management's KSS Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of Kohl's (KSS) in Q1 2024, closing a stake of 287 shares — an estimated $8.22K sold.

Beaird Harris Wealth Management first reported a position in KSS in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 392 funds tracked by Wall St. Rank hold KSS as of Q1 2024.

  • Beaird Harris Wealth Management reported no remaining Kohl's position as of Q1 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 287 Kohl's shares in Q1 2024, an estimated $8.22K.
  • Beaird Harris Wealth Management first reported a position in Kohl's in Q4 2021 and held it in 8 quarters.
  • Beaird Harris Wealth Management's Kohl's position peaked at $15K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Kohl's as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.