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Evoke Wealth’s KB Financial Group KB Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-137
Closed -$4K – 769
2022
Q3 		$4K Hold
137
– – ﹤0.01% 924
2022
Q2 		$5K Hold
137
– – ﹤0.01% 888
2022
Q1 		$7K Hold
137
– – ﹤0.01% 837
2021
Q4 		$6K Hold
137
– – ﹤0.01% 871
2021
Q3 		$6K Hold
137
– – ﹤0.01% 818
2021
Q2 		$7K Hold
137
– – ﹤0.01% 806
2021
Q1 		$7K Hold
137
– – ﹤0.01% 766
2020
Q4 		$5K Hold
137
– – ﹤0.01% 717
2020
Q3 		$4K Sell
137
-33
-19% -$1.02K ﹤0.01% 714
2020
Q2 		$5K Buy
170
+8
+5% +$219 ﹤0.01% 670
2020
Q1 		$4.57K Buy
162
+68
+72% +$2.3K ﹤0.01% 631
2019
Q4 		$3.89K Buy
94
+60
+176% +$2.29K ﹤0.01% 968
2019
Q3 		$1.21K Buy
+34
New +$1.2K ﹤0.01% 1287

Other funds holding KB

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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth's KB Position: Q4 2022 in Review

Evoke Wealth sold out of KB Financial Group (KB) in Q4 2022, closing a stake of 137 shares — an estimated $4K sold.

Evoke Wealth first reported a position in KB in Q3 2019 and held it in 13 quarters. The position peaked at $7K in Q1 2022. 171 funds tracked by Wall St. Rank hold KB as of Q4 2022.

  • Evoke Wealth reported no remaining KB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 137 KB Financial Group shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in KB Financial Group in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's KB Financial Group position peaked at $7K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.