Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s KBR KBR Stock Holding History

Envestnet Portfolio Solutions’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
-3,807
Closed -$224K – 1576
2023
Q3 		$224K Buy
+3,807
New +$235K ﹤0.01% 1381

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Envestnet Portfolio Solutions's KBR Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of KBR (KBR) in Q4 2023, closing a stake of 3,807 shares — an estimated $224K sold.

Envestnet Portfolio Solutions first reported a position in KBR in Q3 2023 and held it in 1 quarter. The position peaked at $224K in Q3 2023. 367 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,807 KBR shares in Q4 2023, an estimated $224K.
  • Envestnet Portfolio Solutions first reported a position in KBR in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's KBR position peaked at $224K in Q3 2023.
  • 367 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.