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Capital Performance Advisors’s Kirby Corp KEX Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-426
Closed -$52.2K – 1459
2024
Q3 		$52.2K Buy
+426
New +$50.8K 0.02% 336

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital Performance Advisors sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 426 shares — an estimated $52.2K sold.

Capital Performance Advisors first reported a position in KEX in Q3 2024 and held it in 1 quarter. The position peaked at $52.2K in Q3 2024. 429 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 426 Kirby Corp shares in Q4 2024, an estimated $52.2K.
  • Capital Performance Advisors first reported a position in Kirby Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kirby Corp position peaked at $52.2K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

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