BAM
KEX icon

Belpointe Asset Management’s Kirby Corp KEX Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-270
Closed -$18.8K – 2048
2023
Q1 		$18.8K Buy
270
+205
+315% +$14.1K ﹤0.01% 2337
2022
Q4 		$4.18K Buy
+65
New +$4.34K ﹤0.01% 2997

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Belpointe Asset Management's KEX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Kirby Corp (KEX) in Q2 2023, closing a stake of 270 shares — an estimated $18.8K sold.

Belpointe Asset Management first reported a position in KEX in Q4 2022 and held it in 2 quarters. The position peaked at $18.8K in Q1 2023. 281 funds tracked by Wall St. Rank hold KEX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Kirby Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 270 Kirby Corp shares in Q2 2023, an estimated $18.8K.
  • Belpointe Asset Management first reported a position in Kirby Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Kirby Corp position peaked at $18.8K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.