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Kapitalo Investimentos’s Kirby Corp KEX Stock Holding History

Kapitalo Investimentos’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
2024
Q2 		– Sell
-2,268
Closed -$216K – 243
2024
Q1 		$216K Buy
2,268
+164
+8% +$13.8K 0.05% 240
2023
Q4 		$165K Buy
+2,104
New +$165K 0.03% 313
2023
Q3 		– Sell
-1,310
Closed -$101K – 618
2023
Q2 		$101K Buy
+1,310
New +$94.3K 0.02% 349

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Kapitalo Investimentos's KEX Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Kirby Corp (KEX) in Q2 2024, closing a stake of 2,268 shares — an estimated $216K sold.

Kapitalo Investimentos first reported a position in KEX in Q2 2023 and held it in 3 quarters. The position peaked at $216K in Q1 2024. 403 funds tracked by Wall St. Rank hold KEX as of Q2 2024.

  • Kapitalo Investimentos reported no remaining Kirby Corp position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,268 Kirby Corp shares in Q2 2024, an estimated $216K.
  • Kapitalo Investimentos first reported a position in Kirby Corp in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Kirby Corp position peaked at $216K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.