Engrave Wealth Partners’s KBR KBR Stock Holding History

Engrave Wealth Partners’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
2023 Q4	–	Sell	-3,487	Closed	-$206K	–	81
2023 Q3	$206K	Hold	3,487	–	–	0.06%	68
2023 Q2	$227K	Buy	+3,487	New	+$208K	0.07%	61
2020 Q3	–	Sell	-3,487	Closed	-$78K	–	248
2020 Q2	$78K	Hold	3,487	–	–	0.07%	84
2020 Q1	$72K	Hold	3,487	–	–	0.08%	74
2019 Q4	$106K	Buy	+3,487	New	+$98.1K	0.1%	72

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Engrave Wealth Partners's KBR Position: Q4 2023 in Review

Engrave Wealth Partners sold out of KBR (KBR) in Q4 2023, closing a stake of 3,487 shares — an estimated $206K sold.

Engrave Wealth Partners first reported a position in KBR in Q4 2019 and held it in 5 quarters. The position peaked at $227K in Q2 2023. 369 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

Engrave Wealth Partners reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
Engrave Wealth Partners sold 3,487 KBR shares in Q4 2023, an estimated $206K.
Engrave Wealth Partners first reported a position in KBR in Q4 2019 and held it in 5 quarters.
Engrave Wealth Partners's KBR position peaked at $227K in Q2 2023.
369 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.