NFG
KEX icon

Next Financial Group’s Kirby Corp KEX Stock Holding History

Next Financial Group’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
2021
Q4 		$41K Buy
689
+17
+3% +$950 ﹤0.01% 1555
2021
Q3 		$32K Buy
672
+533
+383% +$29.6K ﹤0.01% 1610
2021
Q2 		$8K Buy
+139
New +$8.96K ﹤0.01% 2062
2017
Q3 		– Sell
-200
Closed -$13K – 1868
2017
Q2 		$13K Hold
200
– – ﹤0.01% 1233
2017
Q1 		$14K Hold
200
– – ﹤0.01% 1158
2016
Q4 		$13K Hold
200
– – ﹤0.01% 1539
2016
Q3 		$12K Buy
+200
New +$11.5K ﹤0.01% 1582

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Next Financial Group's KEX Position: Q4 2021 in Review

Next Financial Group increased its Kirby Corp (KEX) stake by 2.5% in Q4 2021, buying an estimated $950 and bringing the position to 689 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Next Financial Group first reported a position in KEX in Q3 2016 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold KEX as of Q4 2021.

  • Next Financial Group held 689 shares of Kirby Corp worth $41K as of Q4 2021.
  • Next Financial Group bought 17 Kirby Corp shares in Q4 2021, an estimated $950.
  • Kirby Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1555 holding.
  • Next Financial Group first reported a position in Kirby Corp in Q3 2016 and has held it in 7 quarters since.
  • 251 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.