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Liberty Wealth Management’s KBR KBR Stock Holding History

Liberty 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
2020
Q1 		– Sell
-202
Closed -$6K – 936
2019
Q4 		$6K Buy
202
+1
+0.5% +$28 ﹤0.01% 642
2019
Q3 		$5K Buy
201
+1
+0.5% +$25 ﹤0.01% 637
2019
Q2 		$5K Hold
200
– – ﹤0.01% 661
2019
Q1 		$3K Buy
+200
New +$3.61K ﹤0.01% 593

Other funds holding KBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Liberty Wealth Management's KBR Position: Q1 2020 in Review

Liberty Wealth Management sold out of KBR (KBR) in Q1 2020, closing a stake of 202 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in KBR in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 225 funds tracked by Wall St. Rank hold KBR as of Q1 2020.

  • Liberty Wealth Management reported no remaining KBR position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 202 KBR shares in Q1 2020, an estimated $6K.
  • Liberty Wealth Management first reported a position in KBR in Q1 2019 and held it in 4 quarters.
  • Liberty Wealth Management's KBR position peaked at $6K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held KBR as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.