DWA
KW

Delos Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Delos Wealth 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
2022
Q1 		– Sell
-60
Closed -$1K – 349
2021
Q4 		$1K Buy
+60
New +$1.37K ﹤0.01% 418

Other funds holding KW

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Delos Wealth Advisors's KW Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2022, closing a stake of 60 shares — an estimated $1K sold.

Delos Wealth Advisors first reported a position in KW in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 204 funds tracked by Wall St. Rank hold KW as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 60 Kennedy-Wilson Holdings shares in Q1 2022, an estimated $1K.
  • Delos Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Kennedy-Wilson Holdings position peaked at $1K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.