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Carolinas Wealth Consulting’s Kohl's KSS Stock Holding History

Carolinas Wealth Consulting’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-725
Closed -$43K – 973
2021
Q1 		$43K Hold
725
– – 0.01% 386
2020
Q4 		$30K Buy
+725
New +$21.1K 0.01% 409

Other funds holding KSS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Carolinas Wealth Consulting's KSS Position: Q2 2021 in Review

Carolinas Wealth Consulting sold out of Kohl's (KSS) in Q2 2021, closing a stake of 725 shares — an estimated $43K sold.

Carolinas Wealth Consulting first reported a position in KSS in Q4 2020 and held it in 2 quarters. The position peaked at $43K in Q1 2021. 434 funds tracked by Wall St. Rank hold KSS as of Q2 2021.

  • Carolinas Wealth Consulting reported no remaining Kohl's position as of Q2 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 725 Kohl's shares in Q2 2021, an estimated $43K.
  • Carolinas Wealth Consulting first reported a position in Kohl's in Q4 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Kohl's position peaked at $43K in Q1 2021.
  • 434 funds tracked by Wall St. Rank held Kohl's as of Q2 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2021, filed 17 Aug 2021.