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Kore Private Wealth’s Kirby Corp KEX Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-107
Closed -$5K – 703
2020
Q2 		$5K Buy
+107
New +$5.47K ﹤0.01% 916
2020
Q1 		– Sell
-1,719
Closed -$154K – 1145
2019
Q4 		$154K Buy
+1,719
New +$142K 0.03% 290

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Kore Private Wealth sold out of Kirby Corp (KEX) in Q3 2020, closing a stake of 107 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in KEX in Q4 2019 and held it in 2 quarters. The position peaked at $154K in Q4 2019. 232 funds tracked by Wall St. Rank hold KEX as of Q3 2020.

  • Kore Private Wealth reported no remaining Kirby Corp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 107 Kirby Corp shares in Q3 2020, an estimated $5K.
  • Kore Private Wealth first reported a position in Kirby Corp in Q4 2019 and held it in 2 quarters.
  • Kore Private Wealth's Kirby Corp position peaked at $154K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2020.

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