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First Trust Direct Indexing’s KB Financial Group KB Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-24,635
Closed -$1.52M – 479
2024
Q3 		$1.52M Sell
24,635
-1,000
-4% -$62.1K 0.08% 249
2024
Q2 		$1.45M Buy
25,635
+223
+0.9% +$12.1K 0.09% 232
2024
Q1 		$1.32M Sell
25,412
-19,272
-43% -$909K 0.1% 229
2023
Q4 		$1.85M Sell
44,684
-6,063
-12% -$245K 0.17% 133
2023
Q3 		$2.09M Buy
50,747
+2,365
+5% +$93.7K 0.24% 86
2023
Q2 		$1.76M Buy
48,382
+8,214
+20% +$303K 0.2% 113
2023
Q1 		$1.46M Buy
40,168
+3,178
+9% +$131K 0.17% 139
2022
Q4 		$1.43M Buy
36,990
+2,282
+7% +$82.4K 0.19% 128
2022
Q3 		$1.05M Sell
34,708
-3,244
-9% -$117K 0.15% 178
2022
Q2 		$1.41M Buy
37,952
+1,170
+3% +$53.1K 0.2% 122
2022
Q1 		$1.8M Buy
36,782
+1,511
+4% +$74.7K 0.22% 91
2021
Q4 		$1.63M Buy
35,271
+25
+0.1% +$1.19K 0.21% 101
2021
Q3 		$1.64M Sell
35,246
-2,822
-7% -$128K 0.23% 96
2021
Q2 		$1.88M Buy
38,068
+20,705
+119% +$1.03M 0.28% 76
2021
Q1 		$858K Buy
17,363
+983
+6% +$40.9K 0.23% 121
2020
Q4 		$649K Buy
+16,380
New +$641K 0.17% 157

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Direct Indexing's KB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of KB Financial Group (KB) in Q4 2024, closing a stake of 24,635 shares — an estimated $1.52M sold.

First Trust Direct Indexing first reported a position in KB in Q4 2020 and held it in 16 quarters. The position peaked at $2.09M in Q3 2023. 235 funds tracked by Wall St. Rank hold KB as of Q4 2024.

  • First Trust Direct Indexing reported no remaining KB Financial Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 24,635 KB Financial Group shares in Q4 2024, an estimated $1.52M.
  • First Trust Direct Indexing first reported a position in KB Financial Group in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's KB Financial Group position peaked at $2.09M in Q3 2023.
  • 235 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.