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Meridian Wealth Management’s KBR KBR Stock Holding History

Meridian 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
2024
Q1 		– Sell
-3,889
Closed -$215K – 358
2023
Q4 		$215K Hold
3,889
– – 0.01% 552
2023
Q3 		$229K Hold
3,889
– – 0.01% 492
2023
Q2 		$253K Hold
3,889
– – 0.02% 475
2023
Q1 		$214K Hold
3,889
– – 0.02% 499
2022
Q4 		$205K Buy
+3,889
New +$194K 0.02% 486
2022
Q3 		– Sell
-32,347
Closed -$1.56M – 533
2022
Q2 		$1.56M Buy
+32,347
New +$1.6M 0.13% 175

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

Meridian Wealth Management's KBR Position: Q1 2024 in Review

Meridian Wealth Management sold out of KBR (KBR) in Q1 2024, closing a stake of 3,889 shares — an estimated $215K sold.

Meridian Wealth Management first reported a position in KBR in Q2 2022 and held it in 6 quarters. The position peaked at $1.56M in Q2 2022. 372 funds tracked by Wall St. Rank hold KBR as of Q1 2024.

  • Meridian Wealth Management reported no remaining KBR position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 3,889 KBR shares in Q1 2024, an estimated $215K.
  • Meridian Wealth Management first reported a position in KBR in Q2 2022 and held it in 6 quarters.
  • Meridian Wealth Management's KBR position peaked at $1.56M in Q2 2022.
  • 372 funds tracked by Wall St. Rank held KBR as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.