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CSat Investment Advisory’s Kirby Corp KEX Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-290
Closed -$10K – 751
2020
Q3 		$10K Buy
290
+40
+16% +$1.76K ﹤0.01% 1043
2020
Q2 		$13K Buy
250
+11
+5% +$562 ﹤0.01% 971
2020
Q1 		$10K Buy
239
+43
+22% +$2.93K ﹤0.01% 912
2019
Q4 		$18K Buy
196
+24
+14% +$1.99K ﹤0.01% 822
2019
Q3 		$14K Buy
172
+24
+16% +$1.84K ﹤0.01% 814
2019
Q2 		$12K Buy
+148
New +$11.9K ﹤0.01% 814

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's KEX Position: Q4 2020 in Review

CSat Investment Advisory sold out of Kirby Corp (KEX) in Q4 2020, closing a stake of 290 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in KEX in Q2 2019 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 242 funds tracked by Wall St. Rank hold KEX as of Q4 2020.

  • CSat Investment Advisory reported no remaining Kirby Corp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 290 Kirby Corp shares in Q4 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in Kirby Corp in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Kirby Corp position peaked at $18K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.