KPW
KW

Kore Private Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Kore Private Wealth’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-244
Closed -$3K – 717
2020
Q2 		$3K Buy
+244
New +$3.51K ﹤0.01% 998

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kore Private Wealth sold out of Kennedy-Wilson Holdings (KW) in Q3 2020, closing a stake of 244 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in KW in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 188 funds tracked by Wall St. Rank hold KW as of Q3 2020.

  • Kore Private Wealth reported no remaining Kennedy-Wilson Holdings position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 244 Kennedy-Wilson Holdings shares in Q3 2020, an estimated $3K.
  • Kore Private Wealth first reported a position in Kennedy-Wilson Holdings in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's Kennedy-Wilson Holdings position peaked at $3K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2020.

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