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Intersect Capital’s KB Financial Group KB Stock Holding History

Intersect Capital’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
2022
Q1 		– Sell
-4,491
Closed -$207K – 456
2021
Q4 		$207K Sell
4,491
-230
-5% -$10.9K 0.04% 405
2021
Q3 		$219K Buy
4,721
+202
+4% +$9.13K 0.04% 356
2021
Q2 		$223K Buy
+4,519
New +$226K 0.04% 325

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Intersect Capital's KB Position: Q1 2022 in Review

Intersect Capital sold out of KB Financial Group (KB) in Q1 2022, closing a stake of 4,491 shares — an estimated $207K sold.

Intersect Capital first reported a position in KB in Q2 2021 and held it in 3 quarters. The position peaked at $223K in Q2 2021. 186 funds tracked by Wall St. Rank hold KB as of Q1 2022.

  • Intersect Capital reported no remaining KB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Intersect Capital sold 4,491 KB Financial Group shares in Q1 2022, an estimated $207K.
  • Intersect Capital first reported a position in KB Financial Group in Q2 2021 and held it in 3 quarters.
  • Intersect Capital's KB Financial Group position peaked at $223K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.