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Dougherty Wealth Advisers’s Kirby Corp KEX Stock Holding History

Dougherty Wealth Advisers’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
2020
Q1 		– Sell
-528
Closed -$47K – 171
2019
Q4 		$47K Hold
528
– – 0.14% 115
2019
Q3 		$43K Hold
528
– – 0.14% 115
2019
Q2 		$42K Hold
528
– – 0.12% 136
2019
Q1 		$40K Hold
528
– – 0.14% 123
2018
Q4 		$39K Buy
+528
New +$39.1K 0.13% 124

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dougherty Wealth Advisers's KEX Position: Q1 2020 in Review

Dougherty Wealth Advisers sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 528 shares — an estimated $47K sold.

Dougherty Wealth Advisers first reported a position in KEX in Q4 2018 and held it in 5 quarters. The position peaked at $47K in Q4 2019. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

  • Dougherty Wealth Advisers reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 528 Kirby Corp shares in Q1 2020, an estimated $47K.
  • Dougherty Wealth Advisers first reported a position in Kirby Corp in Q4 2018 and held it in 5 quarters.
  • Dougherty Wealth Advisers's Kirby Corp position peaked at $47K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2020, filed 5 May 2020.