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First Affirmative Financial Network’s KB Financial Group KB Stock Holding History

First Affirmative Financial Network’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
Q3 		– Sell
-3,753
Closed -$212K – 293
2024
Q2 		$212K Sell
3,753
-265
-7% -$14.4K 0.15% 216
2024
Q1 		$209K Buy
+4,018
New +$190K 0.15% 212

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Affirmative Financial Network's KB Position: Q3 2024 in Review

First Affirmative Financial Network sold out of KB Financial Group (KB) in Q3 2024, closing a stake of 3,753 shares — an estimated $212K sold.

First Affirmative Financial Network first reported a position in KB in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2024. 228 funds tracked by Wall St. Rank hold KB as of Q3 2024.

  • First Affirmative Financial Network reported no remaining KB Financial Group position as of Q3 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 3,753 KB Financial Group shares in Q3 2024, an estimated $212K.
  • First Affirmative Financial Network first reported a position in KB Financial Group in Q1 2024 and held it in 2 quarters.
  • First Affirmative Financial Network's KB Financial Group position peaked at $212K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on First Affirmative Financial Network's 13F filing for Q3 2024, filed 10 Oct 2024.