HWM
KEP icon

HB Wealth Management’s Korea Electric Power KEP Stock Holding History

HB Wealth Management’s Portfolio KEP Stock Details KEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,314
Closed -$73.1K – 996
2024
Q2 		$73.1K Buy
10,314
+59
+0.6% +$444 ﹤0.01% 892
2024
Q1 		$85.4K Buy
+10,255
New +$83K ﹤0.01% 822

Other funds holding KEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HB Wealth Management's KEP Position: Q3 2024 in Review

HB Wealth Management sold out of Korea Electric Power (KEP) in Q3 2024, closing a stake of 10,314 shares — an estimated $73.1K sold.

HB Wealth Management first reported a position in KEP in Q1 2024 and held it in 2 quarters. The position peaked at $85.4K in Q1 2024. 106 funds tracked by Wall St. Rank hold KEP as of Q3 2024.

  • HB Wealth Management reported no remaining Korea Electric Power position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 10,314 Korea Electric Power shares in Q3 2024, an estimated $73.1K.
  • HB Wealth Management first reported a position in Korea Electric Power in Q1 2024 and held it in 2 quarters.
  • HB Wealth Management's Korea Electric Power position peaked at $85.4K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Korea Electric Power as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.