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Cypress Point Wealth Management’s Kirby Corp KEX Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-150
Closed -$8K – 154
2020
Q4 		$8K Buy
+150
New +$6.83K 0.01% 168

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 $16B AUM 4.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cypress Point Wealth Management's KEX Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Kirby Corp (KEX) in Q1 2021, closing a stake of 150 shares — an estimated $8K sold.

Cypress Point Wealth Management first reported a position in KEX in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 248 funds tracked by Wall St. Rank hold KEX as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Kirby Corp position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 150 Kirby Corp shares in Q1 2021, an estimated $8K.
  • Cypress Point Wealth Management first reported a position in Kirby Corp in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Kirby Corp position peaked at $8K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.