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Mark Sheptoff Financial Planning’s Kirby Corp KEX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-310
Closed -$37.1K – 447
2024
Q2 		$37.1K Buy
+310
New +$34.6K 0.02% 197

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mark Sheptoff Financial Planning's KEX Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Kirby Corp (KEX) in Q3 2024, closing a stake of 310 shares — an estimated $37.1K sold.

Mark Sheptoff Financial Planning first reported a position in KEX in Q2 2024 and held it in 1 quarter. The position peaked at $37.1K in Q2 2024. 407 funds tracked by Wall St. Rank hold KEX as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Kirby Corp position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 310 Kirby Corp shares in Q3 2024, an estimated $37.1K.
  • Mark Sheptoff Financial Planning first reported a position in Kirby Corp in Q2 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Kirby Corp position peaked at $37.1K in Q2 2024.
  • 407 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.