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Harvest Group Wealth Management’s Kirby Corp KEX Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-35
Closed -$3K – 748
2019
Q4 		$3K Hold
35
– – ﹤0.01% 512
2019
Q3 		$3K Buy
35
+21
+150% +$1.61K ﹤0.01% 564
2019
Q2 		$1K Hold
14
– – ﹤0.01% 745
2019
Q1 		$1K Buy
+14
New +$1.02K ﹤0.01% 790

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harvest Group Wealth Management's KEX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 35 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in KEX in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 35 Kirby Corp shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Kirby Corp in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Kirby Corp position peaked at $3K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.