Fieldpoint Private Securities’s KB Financial Group KB Stock Holding History

Fieldpoint Private Securities’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 Q2	$14K	Sell	380 -720	-65%	-$32.7K	﹤0.01%	670
2022 Q1	$54K	Hold	1,100	–	–	0.01%	573
2021 Q4	$51K	Hold	1,100	–	–	0.01%	608
2021 Q3	$51K	Hold	1,100	–	–	0.01%	574
2021 Q2	$50K	Hold	1,100	–	–	0.01%	573
2021 Q1	$54K	Buy	1,100 +25	+2%	+$1.04K	0.01%	544
2020 Q4	$43K	Buy	+1,075	New	+$42.1K	0.01%	501
2020 Q1	–	Sell	-689	Closed	-$29K	–	414
2019 Q4	$29K	Buy	689 +160	+30%	+$6.12K	0.01%	511
2019 Q3	$19K	Buy	+529	New	+$18.6K	0.01%	520

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fieldpoint Private Securities's KB Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its KB Financial Group (KB) stake by 65% in Q2 2022, selling an estimated $32.7K and leaving 380 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Fieldpoint Private Securities first reported a position in KB in Q3 2019 and has held it in 9 quarters since. The position peaked at $54K in Q1 2022. 172 funds tracked by Wall St. Rank hold KB as of Q2 2022.

Fieldpoint Private Securities held 380 shares of KB Financial Group worth $14K as of Q2 2022.
Fieldpoint Private Securities sold 720 KB Financial Group shares in Q2 2022, an estimated $32.7K.
KB Financial Group made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #670 holding.
Fieldpoint Private Securities first reported a position in KB Financial Group in Q3 2019 and has held it in 9 quarters since.
Fieldpoint Private Securities's KB Financial Group position peaked at $54K in Q1 2022.
172 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.