JP Morgan Private Wealth Advisors’s Kirby Corp KEX Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$681K	Sell	8,229 -297	-3%	-$24K	﹤0.01%	1117
2023 Q2	$656K	Buy	8,526 +3,687	+76%	+$265K	﹤0.01%	924
2023 Q1	$337K	Sell	4,839 -773	-14%	-$53.3K	﹤0.01%	1632
2022 Q4	$361K	Buy	5,612 +2,016	+56%	+$135K	﹤0.01%	1590
2022 Q3	$219K	Buy	3,596 +120	+3%	+$7.69K	﹤0.01%	1774
2022 Q2	$211K	Sell	3,476 -205	-6%	-$13.3K	﹤0.01%	1803
2022 Q1	$266K	Buy	3,681 +134	+4%	+$8.93K	﹤0.01%	1802
2021 Q4	$211K	Buy	+3,547	New	+$198K	﹤0.01%	1888
2021 Q3	–	Sell	-3,435	Closed	-$208K	–	1958
2021 Q2	$208K	Buy	3,435 +7	+0.2%	+$451	﹤0.01%	1823
2021 Q1	$207K	Buy	+3,428	New	+$206K	﹤0.01%	1675
2020 Q1	–	Sell	-2,279	Closed	-$204K	–	1482
2019 Q4	$204K	Buy	+2,279	New	+$189K	﹤0.01%	1396

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

ACH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KEX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Kirby Corp (KEX) stake by 3.5% in Q3 2023, selling an estimated $24K and leaving 8,229 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

JP Morgan Private Wealth Advisors first reported a position in KEX in Q4 2019 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold KEX as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,229 shares of Kirby Corp worth $681K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 297 Kirby Corp shares in Q3 2023, an estimated $24K.
Kirby Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1117 holding.
JP Morgan Private Wealth Advisors first reported a position in Kirby Corp in Q4 2019 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.