CSPIA
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Cary Street Partners Investment Advisory’s KB Financial Group KB Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q3 		– Sell
-159
Closed -$5.79K – 1897
2023
Q2 		$5.79K Hold
159
– – ﹤0.01% 1371
2023
Q1 		$5.79K Hold
159
– – ﹤0.01% 1289
2022
Q4 		$6.15K Buy
+159
New +$5.74K ﹤0.01% 1278

Other funds holding KB

Dimensional Fund Advisors
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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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's KB Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of KB Financial Group (KB) in Q3 2023, closing a stake of 159 shares — an estimated $5.79K sold.

Cary Street Partners Investment Advisory first reported a position in KB in Q4 2022 and held it in 3 quarters. The position peaked at $6.15K in Q4 2022. 184 funds tracked by Wall St. Rank hold KB as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining KB Financial Group position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 159 KB Financial Group shares in Q3 2023, an estimated $5.79K.
  • Cary Street Partners Investment Advisory first reported a position in KB Financial Group in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's KB Financial Group position peaked at $6.15K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.