LWM
KB icon

Liberty Wealth Management’s KB Financial Group KB Stock Holding History

Liberty Wealth Management’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
-55
Closed -$3K – 667
2021
Q3 		$3K Buy
+55
New +$2.49K ﹤0.01% 1017
2020
Q3 		– Sell
-207
Closed -$6K – 910
2020
Q2 		$6K Buy
207
+44
+27% +$1.2K ﹤0.01% 577
2020
Q1 		$4K Buy
+163
New +$5.52K ﹤0.01% 625

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's KB Position: Q4 2021 in Review

Liberty Wealth Management sold out of KB Financial Group (KB) in Q4 2021, closing a stake of 55 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in KB in Q1 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 175 funds tracked by Wall St. Rank hold KB as of Q4 2021.

  • Liberty Wealth Management reported no remaining KB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 55 KB Financial Group shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in KB Financial Group in Q1 2020 and held it in 3 quarters.
  • Liberty Wealth Management's KB Financial Group position peaked at $6K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.