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Investment Research & Advisory Group’s KLX Energy Services KLXE Stock Holding History

Investment Research & Advisory Group’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
2021
Q1 		– Sell
-2,028
Closed -$13K – 146
2020
Q4 		$13K Buy
+2,028
New +$11.5K 0.01% 125

Other funds holding KLXE

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Connacht Asset Management New York $16.9M AUM 40.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Investment Research & Advisory Group's KLXE Position: Q1 2021 in Review

Investment Research & Advisory Group sold out of KLX Energy Services (KLXE) in Q1 2021, closing a stake of 2,028 shares — an estimated $13K sold.

Investment Research & Advisory Group first reported a position in KLXE in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 40 funds tracked by Wall St. Rank hold KLXE as of Q1 2021.

  • Investment Research & Advisory Group reported no remaining KLX Energy Services position as of Q1 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 2,028 KLX Energy Services shares in Q1 2021, an estimated $13K.
  • Investment Research & Advisory Group first reported a position in KLX Energy Services in Q4 2020 and held it in 1 quarter.
  • Investment Research & Advisory Group's KLX Energy Services position peaked at $13K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held KLX Energy Services as of Q1 2021.

Based on Investment Research & Advisory Group's 13F filing for Q1 2021, filed 29 Apr 2021.