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MPS Loria Financial Planners’s Kontoor Brands KTB Stock Holding History

MPS Loria Financial Planners’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-101
Closed -$4K – 362
2021
Q1 		$4K Hold
101
– – ﹤0.01% 368
2020
Q4 		$4K Buy
101
+1
+1% +$37 ﹤0.01% 391
2020
Q3 		$2K Buy
100
+22
+28% +$460 ﹤0.01% 297
2020
Q2 		$1K Buy
+78
New +$1.39K ﹤0.01% 318

Other funds holding KTB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's KTB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kontoor Brands (KTB) in Q2 2021, closing a stake of 101 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in KTB in Q2 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 363 funds tracked by Wall St. Rank hold KTB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Kontoor Brands position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 101 Kontoor Brands shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in Kontoor Brands in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Kontoor Brands position peaked at $4K in Q1 2021.
  • 363 funds tracked by Wall St. Rank held Kontoor Brands as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.