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BerganKDV Wealth Management’s Kirby Corp KEX Stock Holding History

BerganKDV Wealth 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
2020
Q3 		– Sell
-31
Closed -$2K – 962
2020
Q2 		$2K Buy
+31
New +$1.58K ﹤0.01% 757

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ACM
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Diamond Hill Capital Management
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's KEX Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Kirby Corp (KEX) in Q3 2020, closing a stake of 31 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in KEX in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 232 funds tracked by Wall St. Rank hold KEX as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Kirby Corp position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 31 Kirby Corp shares in Q3 2020, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Kirby Corp in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Kirby Corp position peaked at $2K in Q2 2020.
  • 232 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.