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IBEX Wealth Advisors’s Kearny Financial KRNY Stock Holding History

IBEX Wealth Advisors’s Portfolio KRNY Stock Details KRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-356
Closed -$2.19K – 184
2024
Q2 		$2.19K Buy
+356
New +$2.04K ﹤0.01% 272
2021
Q4 		– Sell
-356
Closed -$4K – 320
2021
Q3 		$4K Buy
+356
New +$4.39K ﹤0.01% 411
2019
Q3 		– Sell
-356
Closed -$4K – 246
2019
Q2 		$4K Buy
+356
New +$4.79K ﹤0.01% 366

Other funds holding KRNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IBEX Wealth Advisors's KRNY Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Kearny Financial (KRNY) in Q3 2024, closing a stake of 356 shares — an estimated $2.19K sold.

IBEX Wealth Advisors first reported a position in KRNY in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 159 funds tracked by Wall St. Rank hold KRNY as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Kearny Financial position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 356 Kearny Financial shares in Q3 2024, an estimated $2.19K.
  • IBEX Wealth Advisors first reported a position in Kearny Financial in Q2 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Kearny Financial position peaked at $4K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Kearny Financial as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.