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Moisand Fitzgerald Tamayo’s Kirby Corp KEX Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-32
Closed -$2.65K – 742
2023
Q3 		$2.65K Hold
32
– – ﹤0.01% 515
2023
Q2 		$2.46K Hold
32
– – ﹤0.01% 508
2023
Q1 		$2.23K Hold
32
– – ﹤0.01% 534
2022
Q4 		$2.06K Buy
32
+16
+100% +$1.07K ﹤0.01% 556
2022
Q3 		$1K Buy
+16
New +$1.02K ﹤0.01% 607

Other funds holding KEX

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Moisand Fitzgerald Tamayo's KEX Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Kirby Corp (KEX) in Q4 2023, closing a stake of 32 shares — an estimated $2.65K sold.

Moisand Fitzgerald Tamayo first reported a position in KEX in Q3 2022 and held it in 5 quarters. The position peaked at $2.65K in Q3 2023. 315 funds tracked by Wall St. Rank hold KEX as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Kirby Corp position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 32 Kirby Corp shares in Q4 2023, an estimated $2.65K.
  • Moisand Fitzgerald Tamayo first reported a position in Kirby Corp in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Kirby Corp position peaked at $2.65K in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.