Lake Point Wealth Management’s KBR KBR Stock Holding History

Lake Point Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-225	Closed	-$9K	–	433
2021 Q2	$9K	Buy	+225	New	+$8.93K	﹤0.01%	186

Other funds holding KBR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lake Point Wealth Management's KBR Position: Q3 2021 in Review

Lake Point Wealth Management sold out of KBR (KBR) in Q3 2021, closing a stake of 225 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in KBR in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 275 funds tracked by Wall St. Rank hold KBR as of Q3 2021.

Lake Point Wealth Management reported no remaining KBR position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 225 KBR shares in Q3 2021, an estimated $9K.
Lake Point Wealth Management first reported a position in KBR in Q2 2021 and held it in 1 quarter.
Lake Point Wealth Management's KBR position peaked at $9K in Q2 2021.
275 funds tracked by Wall St. Rank held KBR as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.