Envestnet Portfolio Solutions
KB icon

Envestnet Portfolio Solutions’s KB Financial Group KB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,048
Closed -$211K – 1667
2024
Q1 		$211K Buy
+4,048
New +$191K ﹤0.01% 1544

Other funds holding KB

Dimensional Fund Advisors
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TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Envestnet Portfolio Solutions's KB Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of KB Financial Group (KB) in Q2 2024, closing a stake of 4,048 shares — an estimated $211K sold.

Envestnet Portfolio Solutions first reported a position in KB in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 223 funds tracked by Wall St. Rank hold KB as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining KB Financial Group position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,048 KB Financial Group shares in Q2 2024, an estimated $211K.
  • Envestnet Portfolio Solutions first reported a position in KB Financial Group in Q1 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's KB Financial Group position peaked at $211K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.