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FDx Advisors’s KB Financial Group KB Stock Holding History

FDx Advisors’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
2023
Q3 		– Sell
-88,304
Closed -$3.21M – 709
2023
Q2 		$3.21M Buy
88,304
+67,079
+316% +$2.47M 0.18% 138
2023
Q1 		$821K Hold
21,225
– – 0.04% 336
2022
Q4 		$821K Buy
+21,225
New +$766K 0.04% 336
2022
Q2 		– Sell
-5,914
Closed -$289K – 853
2022
Q1 		$289K Buy
5,914
+630
+12% +$31.1K 0.01% 682
2021
Q4 		$244K Buy
5,284
+7
+0.1% +$333 0.01% 776
2021
Q3 		$245K Buy
5,277
+293
+6% +$13.3K 0.01% 732
2021
Q2 		$246K Buy
4,984
+538
+12% +$26.9K 0.01% 716
2021
Q1 		$220K Buy
+4,446
New +$185K 0.01% 718

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FDx Advisors's KB Position: Q3 2023 in Review

FDx Advisors sold out of KB Financial Group (KB) in Q3 2023, closing a stake of 88,304 shares — an estimated $3.21M sold.

FDx Advisors first reported a position in KB in Q1 2021 and held it in 8 quarters. The position peaked at $3.21M in Q2 2023. 183 funds tracked by Wall St. Rank hold KB as of Q3 2023.

  • FDx Advisors reported no remaining KB Financial Group position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 88,304 KB Financial Group shares in Q3 2023, an estimated $3.21M.
  • FDx Advisors first reported a position in KB Financial Group in Q1 2021 and held it in 8 quarters.
  • FDx Advisors's KB Financial Group position peaked at $3.21M in Q2 2023.
  • 183 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.