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Diversify Advisory Services’s KBR KBR Stock Holding History

Diversify Advisory Services’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,138
Closed -$221K – 665
2024
Q3 		$221K Buy
+3,138
New +$204K 0.01% 582
2024
Q2 		– Sell
-5,565
Closed -$352K – 687
2024
Q1 		$352K Buy
+5,565
New +$317K 0.02% 499

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Diversify Advisory Services's KBR Position: Q4 2024 in Review

Diversify Advisory Services sold out of KBR (KBR) in Q4 2024, closing a stake of 3,138 shares — an estimated $221K sold.

Diversify Advisory Services first reported a position in KBR in Q1 2024 and held it in 2 quarters. The position peaked at $352K in Q1 2024. 403 funds tracked by Wall St. Rank hold KBR as of Q4 2024.

  • Diversify Advisory Services reported no remaining KBR position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 3,138 KBR shares in Q4 2024, an estimated $221K.
  • Diversify Advisory Services first reported a position in KBR in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's KBR position peaked at $352K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held KBR as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.