One Wealth Advisors’s Kirby Corp KEX Stock Holding History

One Wealth Advisors’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
2024 Q4	–	Sell	-1,737	Closed	-$213K	–	269
2024 Q3	$213K	Sell	1,737 -108	-6%	-$12.9K	0.03%	249
2024 Q2	$215K	Buy	+1,845	New	+$206K	0.05%	217
2023 Q1	–	Sell	-2,217	Closed	-$143K	–	416
2022 Q4	$143K	Buy	+2,217	New	+$148K	0.03%	241
2020 Q1	–	Sell	-2,486	Closed	-$223K	–	123
2019 Q4	$223K	Hold	2,486	–	–	0.16%	97
2019 Q3	$204K	Buy	+2,486	New	+$190K	0.18%	101
2019 Q2	–	Sell	-1,726	Closed	-$130K	–	311
2019 Q1	$130K	Buy	+1,726	New	+$126K	0.11%	155
2018 Q4	–	Sell	-1,916	Closed	-$158K	–	297
2018 Q3	$158K	Buy	1,916 +17	+0.9%	+$1.43K	0.12%	148
2018 Q2	$159K	Sell	1,899 -9	-0.5%	-$781	0.13%	150
2018 Q1	$147K	Sell	1,908 -245	-11%	-$18.3K	0.13%	146
2017 Q4	$144K	Buy	+2,153	New	+$141K	0.12%	155

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return