LFA
KBR icon

Level Financial Advisors’s KBR KBR Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-211
Closed -$11.7K – 173
2023
Q4 		$11.7K Buy
211
+1
+0.5% +$55 0.01% 186
2023
Q3 		$12.4K Hold
210
– – 0.01% 178
2023
Q2 		$13.7K Buy
+210
New +$12.5K 0.01% 172

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Level Financial Advisors's KBR Position: Q1 2024 in Review

Level Financial Advisors sold out of KBR (KBR) in Q1 2024, closing a stake of 211 shares — an estimated $11.7K sold.

Level Financial Advisors first reported a position in KBR in Q2 2023 and held it in 3 quarters. The position peaked at $13.7K in Q2 2023. 372 funds tracked by Wall St. Rank hold KBR as of Q1 2024.

  • Level Financial Advisors reported no remaining KBR position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 211 KBR shares in Q1 2024, an estimated $11.7K.
  • Level Financial Advisors first reported a position in KBR in Q2 2023 and held it in 3 quarters.
  • Level Financial Advisors's KBR position peaked at $13.7K in Q2 2023.
  • 372 funds tracked by Wall St. Rank held KBR as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.