IA
KUB

IFP Advisors’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

IFP Advisors’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21
Closed -$2K – 4655
2021
Q4 		$2K Buy
21
+7
+50% +$667 ﹤0.01% 2885
2021
Q3 		$1K Buy
+14
New +$1K ﹤0.01% 3224

Other funds holding KUB

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

IFP Advisors's KUB Position: Q1 2022 in Review

IFP Advisors sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q1 2022, closing a stake of 21 shares — an estimated $2K sold.

IFP Advisors first reported a position in KUB in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 10 funds tracked by Wall St. Rank hold KUB as of Q1 2022.

  • IFP Advisors reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 21 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q1 2022, an estimated $2K.
  • IFP Advisors first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q3 2021 and held it in 2 quarters.
  • IFP Advisors's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $2K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.