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Cyndeo Wealth Partners’s Kosmos Energy KOS Stock Holding History

Cyndeo Wealth Partners’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,820
Closed -$88.5K – 373
2023
Q3 		$88.5K Buy
+10,820
New +$76.7K 0.01% 334

Other funds holding KOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cyndeo Wealth Partners's KOS Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of Kosmos Energy (KOS) in Q4 2023, closing a stake of 10,820 shares — an estimated $88.5K sold.

Cyndeo Wealth Partners first reported a position in KOS in Q3 2023 and held it in 1 quarter. The position peaked at $88.5K in Q3 2023. 245 funds tracked by Wall St. Rank hold KOS as of Q4 2023.

  • Cyndeo Wealth Partners reported no remaining Kosmos Energy position as of Q4 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 10,820 Kosmos Energy shares in Q4 2023, an estimated $88.5K.
  • Cyndeo Wealth Partners first reported a position in Kosmos Energy in Q3 2023 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Kosmos Energy position peaked at $88.5K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.