Kowal Investment Group’s KB Financial Group KB Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-1	Closed	–	–	542
2021 Q3	$0	Buy	+1	New	+$45	﹤0.01%	967

Other funds holding KB

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kowal Investment Group's KB Position: Q4 2021 in Review

Kowal Investment Group sold out of KB Financial Group (KB) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in KB in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 175 funds tracked by Wall St. Rank hold KB as of Q4 2021.

Kowal Investment Group reported no remaining KB Financial Group position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 1 KB Financial Group share in Q4 2021.
Kowal Investment Group first reported a position in KB Financial Group in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's KB Financial Group position peaked at $0 in Q3 2021.
175 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.