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

Cabot 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
2021
Q3 		– Sell
-4,195
Closed -$207K – 167
2021
Q2 		$207K Hold
4,195
– – 0.03% 157
2021
Q1 		$207K Buy
+4,195
New +$175K 0.03% 158

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cabot Wealth Management's KB Position: Q3 2021 in Review

Cabot Wealth Management sold out of KB Financial Group (KB) in Q3 2021, closing a stake of 4,195 shares — an estimated $207K sold.

Cabot Wealth Management first reported a position in KB in Q1 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 166 funds tracked by Wall St. Rank hold KB as of Q3 2021.

  • Cabot Wealth Management reported no remaining KB Financial Group position as of Q3 2021 after selling out during the quarter.
  • Cabot Wealth Management sold 4,195 KB Financial Group shares in Q3 2021, an estimated $207K.
  • Cabot Wealth Management first reported a position in KB Financial Group in Q1 2021 and held it in 2 quarters.
  • Cabot Wealth Management's KB Financial Group position peaked at $207K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2021.

Based on Cabot Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.