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Laurel Wealth Planning’s KB Financial Group KB Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-243
Closed -$9.39K – 131
2022
Q4 		$9.39K Hold
243
– – 0.01% 161
2022
Q3 		$7K Hold
243
– – 0.01% 171
2022
Q2 		$9K Hold
243
– – 0.01% 168
2022
Q1 		$12K Hold
243
– – 0.01% 184
2021
Q4 		$11K Hold
243
– – 0.01% 138
2021
Q3 		$11K Buy
+243
New +$11K 0.01% 139

Other funds holding KB

Dimensional Fund Advisors
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laurel Wealth Planning's KB Position: Q1 2023 in Review

Laurel Wealth Planning sold out of KB Financial Group (KB) in Q1 2023, closing a stake of 243 shares — an estimated $9.39K sold.

Laurel Wealth Planning first reported a position in KB in Q3 2021 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 158 funds tracked by Wall St. Rank hold KB as of Q1 2023.

  • Laurel Wealth Planning reported no remaining KB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 243 KB Financial Group shares in Q1 2023, an estimated $9.39K.
  • Laurel Wealth Planning first reported a position in KB Financial Group in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's KB Financial Group position peaked at $12K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.