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Cassady Schiller Wealth Management’s Kirby Corp KEX Stock Holding History

Cassady Schiller Wealth Management’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 		$635 Buy
+6
New +$723 ﹤0.01% 905
2022
Q1 		– Sell
-8
Closed – – 359
2021
Q4 		$0 Buy
+8
New +$447 ﹤0.01% 602

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

Cassady Schiller Wealth Management's KEX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Kirby Corp (KEX) in Q4 2024: 6 shares worth $635. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in KEX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in KEX in Q4 2021 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Kirby Corp worth $635 as of Q4 2024.
  • Kirby Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Kirby Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #905 holding.
  • Cassady Schiller Wealth Management first reported a position in Kirby Corp in Q4 2021 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.