KWA
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KCS Wealth Advisory’s KB Financial Group KB Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		$738K Sell
17,953
-1,384
-7% -$54.9K 0.31% 77
2023
Q2 		$704K Buy
19,337
+680
+4% +$25.1K 0.24% 93
2023
Q1 		$679K Buy
18,657
+4,105
+28% +$170K 0.26% 90
2022
Q4 		$563K Buy
14,552
+24
+0.2% +$866 0.23% 97
2022
Q3 		$438K Buy
14,528
+6,917
+91% +$250K 0.2% 105
2022
Q2 		$283K Buy
7,611
+3,319
+77% +$151K 0.13% 132
2022
Q1 		$210K Buy
+4,292
New +$212K 0.1% 150
2019
Q4 		– Sell
-2,494
Closed -$89.1K – 280
2019
Q3 		$89.1K Buy
+2,494
New +$87.8K 0.06% 208
2019
Q1 		– Sell
-5,192
Closed -$218K – 153
2018
Q4 		$218K Sell
5,192
-250
-5% -$10.9K 0.23% 138
2018
Q3 		$263K Sell
5,442
-972
-15% -$45.3K 0.24% 128
2018
Q2 		$298K Sell
6,414
-496
-7% -$26.2K 0.28% 122
2018
Q1 		$400K Sell
6,910
-1,569
-19% -$94.1K 0.36% 110
2017
Q4 		$496K Buy
+8,479
New +$450K 0.48% 82

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KCS Wealth Advisory's KB Position: Q3 2023 in Review

KCS Wealth Advisory reduced its KB Financial Group (KB) stake by 7.2% in Q3 2023, selling an estimated $54.9K and leaving 17,953 shares worth $738K. The position accounts for 0.31% of the portfolio, ranked #77.

KCS Wealth Advisory first reported a position in KB in Q4 2017 and has held it in 13 quarters since. 183 funds tracked by Wall St. Rank hold KB as of Q3 2023.

  • KCS Wealth Advisory held 17,953 shares of KB Financial Group worth $738K as of Q3 2023.
  • KCS Wealth Advisory sold 1,384 KB Financial Group shares in Q3 2023, an estimated $54.9K.
  • KB Financial Group made up 0.31% of KCS Wealth Advisory's portfolio in Q3 2023, its #77 holding.
  • KCS Wealth Advisory first reported a position in KB Financial Group in Q4 2017 and has held it in 13 quarters since.
  • 183 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.