CFFP
KW

Center for Financial Planning’s Kennedy-Wilson Holdings KW Stock Holding History

Center for Financial Planning’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-77
Closed -$1K – 607
2022
Q3 		$1K Buy
+77
New +$1.44K ﹤0.01% 600

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's KW Position: Q4 2022 in Review

Center for Financial Planning sold out of Kennedy-Wilson Holdings (KW) in Q4 2022, closing a stake of 77 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in KW in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 208 funds tracked by Wall St. Rank hold KW as of Q4 2022.

  • Center for Financial Planning reported no remaining Kennedy-Wilson Holdings position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 77 Kennedy-Wilson Holdings shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in Kennedy-Wilson Holdings in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Kennedy-Wilson Holdings position peaked at $1K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.