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Glassman Wealth Services’s KB Financial Group KB Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-894
Closed -$37K – 1020
2023
Q4 		$37K Buy
894
+15
+2% +$607 0.01% 530
2023
Q3 		$36.1K Sell
879
-51
-5% -$2.02K 0.01% 498
2023
Q2 		$33.9K Buy
930
+37
+4% +$1.36K 0.01% 500
2023
Q1 		$32.5K Buy
893
+10
+1% +$413 0.01% 511
2022
Q4 		$34.1K Buy
883
+156
+21% +$5.63K 0.01% 517
2022
Q3 		$22K Buy
727
+201
+38% +$7.26K ﹤0.01% 587
2022
Q2 		$20K Sell
526
-41
-7% -$1.86K ﹤0.01% 620
2022
Q1 		$28K Sell
567
-129
-19% -$6.37K 0.01% 548
2021
Q4 		$32K Buy
696
+310
+80% +$14.7K 0.01% 485
2021
Q3 		$18K Buy
386
+24
+7% +$1.08K ﹤0.01% 612
2021
Q2 		$18K Hold
362
– – ﹤0.01% 601
2021
Q1 		$18K Buy
362
+69
+24% +$2.87K ﹤0.01% 555
2020
Q4 		$12K Buy
293
+18
+7% +$705 ﹤0.01% 674
2020
Q3 		$9K Buy
275
+134
+95% +$4.15K ﹤0.01% 649
2020
Q2 		$4K Buy
+141
New +$3.85K ﹤0.01% 681

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

Glassman Wealth Services's KB Position: Q1 2024 in Review

Glassman Wealth Services sold out of KB Financial Group (KB) in Q1 2024, closing a stake of 894 shares — an estimated $37K sold.

Glassman Wealth Services first reported a position in KB in Q2 2020 and held it in 15 quarters. The position peaked at $37K in Q4 2023. 225 funds tracked by Wall St. Rank hold KB as of Q1 2024.

  • Glassman Wealth Services reported no remaining KB Financial Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 894 KB Financial Group shares in Q1 2024, an estimated $37K.
  • Glassman Wealth Services first reported a position in KB Financial Group in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's KB Financial Group position peaked at $37K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.