Centerpoint Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Centerpoint Advisors’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
2024 Q4	–	Sell	-1,000	Closed	-$11K	–	474
2024 Q3	$11K	Hold	1,000	–	–	﹤0.01%	349
2024 Q2	$10K	Hold	1,000	–	–	﹤0.01%	347
2024 Q1	$9K	Hold	1,000	–	–	﹤0.01%	328
2023 Q4	$12K	Sell	1,000 -786	-44%	-$9.85K	﹤0.01%	317
2023 Q3	$26K	Sell	1,786 -9	-0.5%	-$146	0.01%	202
2023 Q2	$29K	Hold	1,795	–	–	0.01%	206
2023 Q1	$30K	Hold	1,795	–	–	0.01%	210
2022 Q4	$28K	Buy	1,795 +795	+80%	+$12.8K	0.01%	180
2022 Q3	$15K	Hold	1,000	–	–	0.01%	197
2022 Q2	$19K	Hold	1,000	–	–	0.01%	195
2022 Q1	$24K	Hold	1,000	–	–	0.01%	184
2021 Q4	$24K	Hold	1,000	–	–	0.01%	169
2021 Q3	$21K	Hold	1,000	–	–	0.01%	164
2021 Q2	$20K	Hold	1,000	–	–	0.01%	169
2021 Q1	$20K	Hold	1,000	–	–	0.01%	137
2020 Q4	$18K	Hold	1,000	–	–	0.01%	136
2020 Q3	$15K	Hold	1,000	–	–	0.01%	133
2020 Q2	$15K	Hold	1,000	–	–	0.01%	137
2020 Q1	$13K	Hold	1,000	–	–	0.01%	135
2019 Q4	$22K	Hold	1,000	–	–	0.02%	136
2019 Q3	$22K	Hold	1,000	–	–	0.02%	129
2019 Q2	$21K	Hold	1,000	–	–	0.02%	130
2019 Q1	$21K	Hold	1,000	–	–	0.02%	128
2018 Q4	$18K	Hold	1,000	–	–	0.02%	134
2018 Q3	$22K	Hold	1,000	–	–	0.02%	128
2018 Q2	$21K	Hold	1,000	–	–	0.02%	139
2018 Q1	$17K	Hold	1,000	–	–	0.01%	140
2017 Q4	$17K	Buy	+1,000	New	+$18.8K	0.02%	121

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Centerpoint Advisors's KW Position: Q4 2024 in Review

Centerpoint Advisors sold out of Kennedy-Wilson Holdings (KW) in Q4 2024, closing a stake of 1,000 shares — an estimated $11K sold.

Centerpoint Advisors first reported a position in KW in Q4 2017 and held it in 28 quarters. The position peaked at $30K in Q1 2023. 234 funds tracked by Wall St. Rank hold KW as of Q4 2024.

Centerpoint Advisors reported no remaining Kennedy-Wilson Holdings position as of Q4 2024 after selling out during the quarter.
Centerpoint Advisors sold 1,000 Kennedy-Wilson Holdings shares in Q4 2024, an estimated $11K.
Centerpoint Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2017 and held it in 28 quarters.
Centerpoint Advisors's Kennedy-Wilson Holdings position peaked at $30K in Q1 2023.
234 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2024.

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