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Dougherty Wealth Advisers’s Kontoor Brands KTB Stock Holding History

Dougherty Wealth Advisers’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-161
Closed -$7K – 172
2019
Q4 		$7K Hold
161
– – 0.02% 168
2019
Q3 		$6K Hold
161
– – 0.02% 170
2019
Q2 		$5K Buy
+161
New +$4.78K 0.01% 217

Other funds holding KTB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dougherty Wealth Advisers sold out of Kontoor Brands (KTB) in Q1 2020, closing a stake of 161 shares — an estimated $7K sold.

Dougherty Wealth Advisers first reported a position in KTB in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 339 funds tracked by Wall St. Rank hold KTB as of Q1 2020.

  • Dougherty Wealth Advisers reported no remaining Kontoor Brands position as of Q1 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 161 Kontoor Brands shares in Q1 2020, an estimated $7K.
  • Dougherty Wealth Advisers first reported a position in Kontoor Brands in Q2 2019 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Kontoor Brands position peaked at $7K in Q4 2019.
  • 339 funds tracked by Wall St. Rank held Kontoor Brands as of Q1 2020.

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