My Personal CFO LLC’s KB Financial Group KB Stock Holding History

My Personal CFO LLC’s Portfolio KB Stock Details KB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-162	Closed	-$6.26K	–	464
2022 Q4	$6.26K	Buy	+162	New	+$5.85K	0.01%	337

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

My Personal CFO LLC's KB Position: Q1 2023 in Review

My Personal CFO LLC sold out of KB Financial Group (KB) in Q1 2023, closing a stake of 162 shares — an estimated $6.26K sold.

My Personal CFO LLC first reported a position in KB in Q4 2022 and held it in 1 quarter. The position peaked at $6.26K in Q4 2022. 158 funds tracked by Wall St. Rank hold KB as of Q1 2023.

My Personal CFO LLC reported no remaining KB Financial Group position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 162 KB Financial Group shares in Q1 2023, an estimated $6.26K.
My Personal CFO LLC first reported a position in KB Financial Group in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's KB Financial Group position peaked at $6.26K in Q4 2022.
158 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.