KPW
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Kore Private Wealth’s KB Financial Group KB Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-69
Closed -$1K – 699
2020
Q2 		$1K Sell
69
-361
-84% -$9.86K ﹤0.01% 1106
2020
Q1 		$12K Buy
430
+64
+17% +$2.17K ﹤0.01% 666
2019
Q4 		$15K Buy
+366
New +$14K ﹤0.01% 680

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Kore Private Wealth's KB Position: Q3 2020 in Review

Kore Private Wealth sold out of KB Financial Group (KB) in Q3 2020, closing a stake of 69 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in KB in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 127 funds tracked by Wall St. Rank hold KB as of Q3 2020.

  • Kore Private Wealth reported no remaining KB Financial Group position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 69 KB Financial Group shares in Q3 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in KB Financial Group in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's KB Financial Group position peaked at $15K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.