EWP
KW

Engrave Wealth Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Engrave Wealth Partners’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-99
Closed -$1K – 255
2020
Q2 		$1K Buy
99
+10
+11% +$144 ﹤0.01% 430
2020
Q1 		$1K Sell
89
-223
-71% -$4.44K ﹤0.01% 391
2019
Q4 		$6K Buy
+312
New +$6.99K 0.01% 344

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Engrave Wealth Partners's KW Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Kennedy-Wilson Holdings (KW) in Q3 2020, closing a stake of 99 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in KW in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 188 funds tracked by Wall St. Rank hold KW as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Kennedy-Wilson Holdings position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 99 Kennedy-Wilson Holdings shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Kennedy-Wilson Holdings in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Kennedy-Wilson Holdings position peaked at $6K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.