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Diversify Wealth Management’s KBR KBR Stock Holding History

Diversify Wealth Management’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
2025
Q1 		– Sell
-9,665
Closed -$564K – 532
2024
Q4 		$564K Buy
9,665
+3,566
+58% +$227K 0.04% 331
2024
Q3 		$410K Buy
6,099
+824
+16% +$53.6K 0.04% 348
2024
Q2 		$332K Buy
+5,275
New +$341K 0.04% 342

Other funds holding KBR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Diversify Wealth Management's KBR Position: Q1 2025 in Review

Diversify Wealth Management sold out of KBR (KBR) in Q1 2025, closing a stake of 9,665 shares — an estimated $564K sold.

Diversify Wealth Management first reported a position in KBR in Q2 2024 and held it in 3 quarters. The position peaked at $564K in Q4 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

  • Diversify Wealth Management reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 9,665 KBR shares in Q1 2025, an estimated $564K.
  • Diversify Wealth Management first reported a position in KBR in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's KBR position peaked at $564K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.