Gradient Investments’s Kirby Corp KEX Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-9	Closed	-$706	–	1553
2023 Q4	$706	Hold	9	–	–	﹤0.01%	1516
2023 Q3	$745	Hold	9	–	–	﹤0.01%	1461
2023 Q2	$693	Buy	+9	New	+$648	﹤0.01%	1468

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Gradient Investments's KEX Position: Q1 2024 in Review

Gradient Investments sold out of Kirby Corp (KEX) in Q1 2024, closing a stake of 9 shares — an estimated $706 sold.

Gradient Investments first reported a position in KEX in Q2 2023 and held it in 3 quarters. The position peaked at $745 in Q3 2023. 328 funds tracked by Wall St. Rank hold KEX as of Q1 2024.

Gradient Investments reported no remaining Kirby Corp position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 9 Kirby Corp shares in Q1 2024, an estimated $706.
Gradient Investments first reported a position in Kirby Corp in Q2 2023 and held it in 3 quarters.
Gradient Investments's Kirby Corp position peaked at $745 in Q3 2023.
328 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.