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Fifth Third Wealth Advisors’s KBR KBR Stock Holding History

Fifth Third Wealth Advisors’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
2024
Q4 		– Sell
-4,284
Closed -$279K – 747
2024
Q3 		$279K Buy
4,284
+34
+0.8% +$2.21K 0.02% 503
2024
Q2 		$273K Buy
+4,250
New +$275K 0.02% 448

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fifth Third Wealth Advisors's KBR Position: Q4 2024 in Review

Fifth Third Wealth Advisors sold out of KBR (KBR) in Q4 2024, closing a stake of 4,284 shares — an estimated $279K sold.

Fifth Third Wealth Advisors first reported a position in KBR in Q2 2024 and held it in 2 quarters. The position peaked at $279K in Q3 2024. 403 funds tracked by Wall St. Rank hold KBR as of Q4 2024.

  • Fifth Third Wealth Advisors reported no remaining KBR position as of Q4 2024 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 4,284 KBR shares in Q4 2024, an estimated $279K.
  • Fifth Third Wealth Advisors first reported a position in KBR in Q2 2024 and held it in 2 quarters.
  • Fifth Third Wealth Advisors's KBR position peaked at $279K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held KBR as of Q4 2024.

Based on Fifth Third Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.