Capital Asset Advisory Services’s KB Financial Group KB Stock Holding History

Capital Asset Advisory Services’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
2022 Q3	–	Sell	-8,243	Closed	-$307K	–	529
2022 Q2	$307K	Sell	8,243 -62	-0.7%	-$2.82K	0.03%	308
2022 Q1	$406K	Buy	8,305 +1,684	+25%	+$83.2K	0.04%	279
2021 Q4	$306K	Buy	+6,621	New	+$315K	0.03%	323
2021 Q1	–	Sell	-26	Closed	-$1K	–	1093
2020 Q4	$1K	Buy	+26	New	+$1.02K	﹤0.01%	1520

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Asset Advisory Services's KB Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of KB Financial Group (KB) in Q3 2022, closing a stake of 8,243 shares — an estimated $307K sold.

Capital Asset Advisory Services first reported a position in KB in Q4 2020 and held it in 4 quarters. The position peaked at $406K in Q1 2022. 161 funds tracked by Wall St. Rank hold KB as of Q3 2022.

Capital Asset Advisory Services reported no remaining KB Financial Group position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 8,243 KB Financial Group shares in Q3 2022, an estimated $307K.
Capital Asset Advisory Services first reported a position in KB Financial Group in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's KB Financial Group position peaked at $406K in Q1 2022.
161 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.