OWA
KUB

One Wealth Advisors’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

One Wealth Advisors’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,868
Closed -$307K – 218
2021
Q3 		$307K Buy
+2,868
New +$307K 0.09% 145

Other funds holding KUB

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

One Wealth Advisors's KUB Position: Q4 2021 in Review

One Wealth Advisors sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q4 2021, closing a stake of 2,868 shares — an estimated $307K sold.

One Wealth Advisors first reported a position in KUB in Q3 2021 and held it in 1 quarter. The position peaked at $307K in Q3 2021. 11 funds tracked by Wall St. Rank hold KUB as of Q4 2021.

  • One Wealth Advisors reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q4 2021 after selling out during the quarter.
  • One Wealth Advisors sold 2,868 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q4 2021, an estimated $307K.
  • One Wealth Advisors first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q3 2021 and held it in 1 quarter.
  • One Wealth Advisors's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $307K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q4 2021.

Based on One Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.