Capital Performance Advisors’s KBR KBR Stock Holding History

Capital Performance Advisors’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-287	Closed	-$18.7K	–	1454
2024 Q3	$18.7K	Buy	+287	New	+$18.7K	0.01%	625

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Performance Advisors's KBR Position: Q4 2024 in Review

Capital Performance Advisors sold out of KBR (KBR) in Q4 2024, closing a stake of 287 shares — an estimated $18.7K sold.

Capital Performance Advisors first reported a position in KBR in Q3 2024 and held it in 1 quarter. The position peaked at $18.7K in Q3 2024. 403 funds tracked by Wall St. Rank hold KBR as of Q4 2024.

Capital Performance Advisors reported no remaining KBR position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 287 KBR shares in Q4 2024, an estimated $18.7K.
Capital Performance Advisors first reported a position in KBR in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's KBR position peaked at $18.7K in Q3 2024.
403 funds tracked by Wall St. Rank held KBR as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.