Delos Wealth Advisors’s Kirby Corp KEX Stock Holding History

Delos Wealth Advisors’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
2024 Q3	–	Sell	-8	Closed	-$958	–	281
2024 Q2	$958	Hold	8	–	–	﹤0.01%	259
2024 Q1	$763	Buy	+8	New	+$675	﹤0.01%	272

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Delos Wealth Advisors's KEX Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Kirby Corp (KEX) in Q3 2024, closing a stake of 8 shares — an estimated $958 sold.

Delos Wealth Advisors first reported a position in KEX in Q1 2024 and held it in 2 quarters. The position peaked at $958 in Q2 2024. 407 funds tracked by Wall St. Rank hold KEX as of Q3 2024.

Delos Wealth Advisors reported no remaining Kirby Corp position as of Q3 2024 after selling out during the quarter.
Delos Wealth Advisors sold 8 Kirby Corp shares in Q3 2024, an estimated $958.
Delos Wealth Advisors first reported a position in Kirby Corp in Q1 2024 and held it in 2 quarters.
Delos Wealth Advisors's Kirby Corp position peaked at $958 in Q2 2024.
407 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.