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Impact Partnership Wealth’s KLX Energy Services KLXE Stock Holding History

Impact Partnership Wealth’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85
Closed -$827 – 1128
2023
Q2 		$827 Buy
+85
New +$837 ﹤0.01% 816

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PM
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Impact Partnership Wealth's KLXE Position: Q3 2023 in Review

Impact Partnership Wealth sold out of KLX Energy Services (KLXE) in Q3 2023, closing a stake of 85 shares — an estimated $827 sold.

Impact Partnership Wealth first reported a position in KLXE in Q2 2023 and held it in 1 quarter. The position peaked at $827 in Q2 2023. 83 funds tracked by Wall St. Rank hold KLXE as of Q3 2023.

  • Impact Partnership Wealth reported no remaining KLX Energy Services position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 85 KLX Energy Services shares in Q3 2023, an estimated $827.
  • Impact Partnership Wealth first reported a position in KLX Energy Services in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's KLX Energy Services position peaked at $827 in Q2 2023.
  • 83 funds tracked by Wall St. Rank held KLX Energy Services as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.