IWP
KB icon

Icon Wealth Partners’s KB Financial Group KB Stock Holding History

Icon Wealth Partners’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,411
Closed -$89K – 482
2019
Q1 		$89K Sell
2,411
-172
-7% -$6.88K 0.03% 245
2018
Q4 		$108K Sell
2,583
-5
-0.2% -$219 0.05% 203
2018
Q3 		$125K Sell
2,588
-154
-6% -$7.18K 0.05% 230
2018
Q2 		$127K Buy
2,742
+89
+3% +$4.7K 0.05% 208
2018
Q1 		$154K Buy
2,653
+228
+9% +$13.7K 0.08% 189
2017
Q4 		$142K Buy
+2,425
New +$129K 0.07% 217

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Icon Wealth Partners's KB Position: Q2 2019 in Review

Icon Wealth Partners sold out of KB Financial Group (KB) in Q2 2019, closing a stake of 2,411 shares — an estimated $89K sold.

Icon Wealth Partners first reported a position in KB in Q4 2017 and held it in 6 quarters. The position peaked at $154K in Q1 2018. 142 funds tracked by Wall St. Rank hold KB as of Q2 2019.

  • Icon Wealth Partners reported no remaining KB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,411 KB Financial Group shares in Q2 2019, an estimated $89K.
  • Icon Wealth Partners first reported a position in KB Financial Group in Q4 2017 and held it in 6 quarters.
  • Icon Wealth Partners's KB Financial Group position peaked at $154K in Q1 2018.
  • 142 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.