FGAM
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Financial Gravity Asset Management’s KB Financial Group KB Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-25
Closed -$1.29K – 1970
2024
Q1 		$1.29K Sell
25
-19
-43% -$897 ﹤0.01% 1189
2023
Q4 		$1.8K Buy
44
+21
+91% +$850 ﹤0.01% 991
2023
Q3 		$901 Sell
23
-13
-36% -$515 ﹤0.01% 771
2023
Q2 		$2.15K Hold
36
– – 0.01% 630
2023
Q1 		$4.33K Sell
36
-3
-8% -$124 0.13% 182
2022
Q4 		$2.92K Sell
39
-561
-94% -$20.3K 0.02% 483
2022
Q3 		$3.75K Sell
600
-214
-26% -$7.74K 0.13% 162
2022
Q2 		$4.74K Sell
814
-1,146
-58% -$52.1K 0.15% 142
2022
Q1 		$7.81K Sell
1,960
-1,306
-40% -$64.5K 0.22% 104
2021
Q4 		$11.4K Buy
3,266
+3,012
+1,186% +$143K 0.26% 98
2021
Q3 		$46K Buy
254
+64
+34% +$2.89K 0.02% 596
2021
Q2 		$49K Sell
190
-11
-5% -$549 0.02% 577
2021
Q1 		$9.91K Buy
201
+52
+35% +$2.16K 0.2% 81
2020
Q4 		$6K Buy
+149
New +$5.83K 0.01% 220
2020
Q2 		– Sell
-1,097
Closed -$29.8K – 462
2020
Q1 		$29.8K Sell
1,097
-893
-45% -$30.3K 0.09% 95
2019
Q4 		$41K Sell
1,990
-797
-29% -$30.5K 0.03% 730
2019
Q3 		$100K Sell
2,787
-21
-0.7% -$740 0.09% 208
2019
Q2 		$111K Sell
2,808
-715
-20% -$27.9K 0.09% 221
2019
Q1 		$138K Buy
+3,523
New +$141K 0.11% 173
2018
Q3 		$150K Sell
3,363
-1,158
-26% -$54K 0.16% 159
2018
Q2 		$203K Buy
4,521
+3,364
+291% +$178K 0.19% 107
2018
Q1 		$64K Buy
+1,157
New +$69.4K 0.07% 255

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
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
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Financial Gravity Asset Management's KB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of KB Financial Group (KB) in Q2 2024, closing a stake of 25 shares — an estimated $1.29K sold.

Financial Gravity Asset Management first reported a position in KB in Q1 2018 and held it in 22 quarters. The position peaked at $203K in Q2 2018. 223 funds tracked by Wall St. Rank hold KB as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining KB Financial Group position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 25 KB Financial Group shares in Q2 2024, an estimated $1.29K.
  • Financial Gravity Asset Management first reported a position in KB Financial Group in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's KB Financial Group position peaked at $203K in Q2 2018.
  • 223 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.