MFT
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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return