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Next Financial Group’s KBR KBR Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-359
Closed -$11K – 2586
2020
Q4 		$11K Buy
+359
New +$9.45K ﹤0.01% 1750
2020
Q1 		– Sell
-9,797
Closed -$300K – 2261
2019
Q4 		$300K Sell
9,797
-1,637
-14% -$46.1K 0.03% 534
2019
Q3 		$282K Sell
11,434
-2,841
-20% -$72.2K 0.03% 526
2019
Q2 		$356K Buy
+14,275
New +$319K 0.04% 453
2015
Q4 		– Sell
-9
Closed – – 1871
2015
Q3 		$0 Hold
9
– – ﹤0.01% 1888
2015
Q2 		$0 Buy
+9
New +$161 ﹤0.01% 1896
2014
Q4 		– Sell
-426
Closed -$8K – 2130
2014
Q3 		$8K Buy
+426
New +$9.25K ﹤0.01% 1864

Other funds holding KBR

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's KBR Position: Q1 2021 in Review

Next Financial Group sold out of KBR (KBR) in Q1 2021, closing a stake of 359 shares — an estimated $11K sold.

Next Financial Group first reported a position in KBR in Q3 2014 and held it in 7 quarters. The position peaked at $356K in Q2 2019. 276 funds tracked by Wall St. Rank hold KBR as of Q1 2021.

  • Next Financial Group reported no remaining KBR position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 359 KBR shares in Q1 2021, an estimated $11K.
  • Next Financial Group first reported a position in KBR in Q3 2014 and held it in 7 quarters.
  • Next Financial Group's KBR position peaked at $356K in Q2 2019.
  • 276 funds tracked by Wall St. Rank held KBR as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.