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	–	304
2019 Q1	$130K	Buy	+1,726	New	+$126K	0.11%	155
2018 Q4	–	Sell	-1,916	Closed	-$158K	–	296
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 $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

One Wealth Advisors's KEX Position: Q4 2024 in Review

One Wealth Advisors sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 1,737 shares — an estimated $213K sold.

One Wealth Advisors first reported a position in KEX in Q4 2017 and held it in 10 quarters. The position peaked at $223K in Q4 2019. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

One Wealth Advisors reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
One Wealth Advisors sold 1,737 Kirby Corp shares in Q4 2024, an estimated $213K.
One Wealth Advisors first reported a position in Kirby Corp in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's Kirby Corp position peaked at $223K in Q4 2019.
431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on One Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.