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FinTrust Capital Advisors’s Kirby Corp KEX Stock Holding History

FinTrust Capital Advisors’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,000
Closed -$231K – 1289
2023
Q2 		$231K Buy
+3,000
New +$216K 0.06% 241

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FinTrust Capital Advisors's KEX Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Kirby Corp (KEX) in Q3 2023, closing a stake of 3,000 shares — an estimated $231K sold.

FinTrust Capital Advisors first reported a position in KEX in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 314 funds tracked by Wall St. Rank hold KEX as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining Kirby Corp position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 3,000 Kirby Corp shares in Q3 2023, an estimated $231K.
  • FinTrust Capital Advisors first reported a position in Kirby Corp in Q2 2023 and held it in 1 quarter.
  • FinTrust Capital Advisors's Kirby Corp position peaked at $231K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.