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IAG Wealth Partners’s Kohl's KSS Stock Holding History

IAG Wealth Partners’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-260
Closed -$3.65K – 518
2024
Q4 		$3.65K Sell
260
-140
-35% -$2.41K ﹤0.01% 445
2024
Q3 		$8.44K Buy
400
+185
+86% +$3.77K ﹤0.01% 364
2024
Q2 		$4.94K Sell
215
-237
-52% -$5.72K ﹤0.01% 403
2024
Q1 		$13.2K Buy
+452
New +$12.1K ﹤0.01% 283
2021
Q1 		– Sell
-98
Closed -$4K – 380
2020
Q4 		$4K Hold
98
– – ﹤0.01% 305
2020
Q3 		$2K Sell
98
-344
-78% -$7.28K ﹤0.01% 320
2020
Q2 		$10K Sell
442
-198
-31% -$3.82K ﹤0.01% 223
2020
Q1 		$10K Sell
640
-310
-33% -$11.6K 0.01% 205
2019
Q4 		$49K Buy
+950
New +$48.3K 0.03% 105

Other funds holding KSS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return