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Heritage Wealth Advisors’s Kemper KMPR Stock Holding History

Heritage Wealth Advisors’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10
Closed -$739 – 559
2021
Q2 		$739 Hold
10
– – ﹤0.01% 540
2021
Q1 		$797 Hold
10
– – ﹤0.01% 545
2020
Q4 		$1K Buy
+10
New +$711 ﹤0.01% 530

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Heritage Wealth Advisors's KMPR Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Kemper (KMPR) in Q3 2021, closing a stake of 10 shares — an estimated $739 sold.

Heritage Wealth Advisors first reported a position in KMPR in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 222 funds tracked by Wall St. Rank hold KMPR as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Kemper position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 10 Kemper shares in Q3 2021, an estimated $739.
  • Heritage Wealth Advisors first reported a position in Kemper in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Kemper position peaked at $1K in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Kemper as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.