JWM
KB icon

Janiczek Wealth Management’s KB Financial Group KB Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$21.5K Sell
379
-6
-2% -$326 ﹤0.01% 550
2024
Q1 		$20K Buy
385
+54
+16% +$2.55K ﹤0.01% 567
2023
Q4 		$13.7K Buy
331
+30
+10% +$1.21K ﹤0.01% 615
2023
Q3 		$12.4K Buy
301
+29
+11% +$1.15K ﹤0.01% 603
2023
Q2 		$9.9K Buy
272
+48
+21% +$1.77K ﹤0.01% 572
2023
Q1 		$8.31K Sell
224
-14
-6% -$578 ﹤0.01% 602
2022
Q4 		$10.8K Buy
238
+47
+25% +$1.7K ﹤0.01% 545
2022
Q3 		$6K Sell
191
-75
-28% -$2.71K ﹤0.01% 632
2022
Q2 		$10K Sell
266
-6
-2% -$273 ﹤0.01% 572
2022
Q1 		$13K Hold
272
– – ﹤0.01% 528
2021
Q4 		$13K Sell
272
-25
-8% -$1.19K ﹤0.01% 554
2021
Q3 		$14K Sell
297
-28
-9% -$1.27K 0.01% 515
2021
Q2 		$16K Sell
325
-7
-2% -$349 0.01% 474
2021
Q1 		$16K Sell
332
-178
-35% -$7.41K 0.01% 446
2020
Q4 		$20K Buy
+510
New +$20K 0.01% 351

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Janiczek Wealth Management's KB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its KB Financial Group (KB) stake by 1.6% in Q2 2024, selling an estimated $326 and leaving 379 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Janiczek Wealth Management first reported a position in KB in Q4 2020 and has held it in 15 quarters since. 223 funds tracked by Wall St. Rank hold KB as of Q2 2024.

  • Janiczek Wealth Management held 379 shares of KB Financial Group worth $21.5K as of Q2 2024.
  • Janiczek Wealth Management sold 6 KB Financial Group shares in Q2 2024, an estimated $326.
  • KB Financial Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #550 holding.
  • Janiczek Wealth Management first reported a position in KB Financial Group in Q4 2020 and has held it in 15 quarters since.
  • 223 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.