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Financial Synergies Wealth Advisors’s Kilroy Realty KRC Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio KRC Stock Details KRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31
Closed -$1K – 518
2023
Q1 		$1K Buy
+31
New +$1.13K ﹤0.01% 375

Other funds holding KRC

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's KRC Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Kilroy Realty (KRC) in Q2 2023, closing a stake of 31 shares — an estimated $1K sold.

Financial Synergies Wealth Advisors first reported a position in KRC in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 279 funds tracked by Wall St. Rank hold KRC as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining Kilroy Realty position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 31 Kilroy Realty shares in Q2 2023, an estimated $1K.
  • Financial Synergies Wealth Advisors first reported a position in Kilroy Realty in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Kilroy Realty position peaked at $1K in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Kilroy Realty as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.