Nordwand Advisors’s KB Financial Group KB Stock Holding History

Nordwand Advisors’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
2024 Q3	–	Sell	-3,201	Closed	-$181K	–	156
2024 Q2	$181K	Sell	3,201 -24,547	-88%	-$1.33M	0.08%	41
2024 Q1	$1.44M	Sell	27,748 -55,904	-67%	-$2.64M	0.56%	15
2023 Q4	$3.46M	Hold	83,652	–	–	0.91%	13
2023 Q3	$3.44M	Sell	83,652 -3,973	-5%	-$157K	0.68%	9
2023 Q2	$3.19M	Buy	87,625 +29,163	+50%	+$1.08M	0.55%	18
2023 Q1	$2.13M	Sell	58,462 -69,883	-54%	-$2.89M	0.35%	22
2022 Q4	$4.96M	Buy	+128,345	New	+$4.63M	0.62%	22

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nordwand Advisors's KB Position: Q3 2024 in Review

Nordwand Advisors sold out of KB Financial Group (KB) in Q3 2024, closing a stake of 3,201 shares — an estimated $181K sold.

Nordwand Advisors first reported a position in KB in Q4 2022 and held it in 7 quarters. The position peaked at $4.96M in Q4 2022. 229 funds tracked by Wall St. Rank hold KB as of Q3 2024.

Nordwand Advisors reported no remaining KB Financial Group position as of Q3 2024 after selling out during the quarter.
Nordwand Advisors sold 3,201 KB Financial Group shares in Q3 2024, an estimated $181K.
Nordwand Advisors first reported a position in KB Financial Group in Q4 2022 and held it in 7 quarters.
Nordwand Advisors's KB Financial Group position peaked at $4.96M in Q4 2022.
229 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on Nordwand Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.