IronBridge Private Wealth’s Kirby Corp KEX Stock Holding History

IronBridge Private Wealth’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-159	Closed	-$9K	–	174
2021 Q4	$9K	Hold	159	–	–	﹤0.01%	184
2021 Q3	$8K	Hold	159	–	–	﹤0.01%	166
2021 Q2	$10K	Hold	159	–	–	0.01%	157
2021 Q1	$10K	Hold	159	–	–	0.01%	158
2020 Q4	$8K	Buy	+159	New	+$7.24K	0.01%	158

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IronBridge Private Wealth's KEX Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Kirby Corp (KEX) in Q1 2022, closing a stake of 159 shares — an estimated $9K sold.

IronBridge Private Wealth first reported a position in KEX in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 276 funds tracked by Wall St. Rank hold KEX as of Q1 2022.

IronBridge Private Wealth reported no remaining Kirby Corp position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 159 Kirby Corp shares in Q1 2022, an estimated $9K.
IronBridge Private Wealth first reported a position in Kirby Corp in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Kirby Corp position peaked at $10K in Q2 2021.
276 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.