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OneAscent Wealth Management’s KB Financial Group KB Stock Holding History

OneAscent Wealth Management’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
2022
Q3 		– Sell
-5,575
Closed -$207K – 174
2022
Q2 		$207K Buy
5,575
+154
+3% +$7K 0.11% 161
2022
Q1 		$265K Buy
+5,421
New +$268K 0.13% 156
2021
Q1 		$299K Buy
6,039
+90
+2% +$3.74K 0.13% 166
2020
Q4 		$236K Buy
+5,949
New +$233K 0.11% 178

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

OneAscent Wealth Management's KB Position: Q3 2022 in Review

OneAscent Wealth Management sold out of KB Financial Group (KB) in Q3 2022, closing a stake of 5,575 shares — an estimated $207K sold.

OneAscent Wealth Management first reported a position in KB in Q4 2020 and held it in 4 quarters. The position peaked at $299K in Q1 2021. 161 funds tracked by Wall St. Rank hold KB as of Q3 2022.

  • OneAscent Wealth Management reported no remaining KB Financial Group position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 5,575 KB Financial Group shares in Q3 2022, an estimated $207K.
  • OneAscent Wealth Management first reported a position in KB Financial Group in Q4 2020 and held it in 4 quarters.
  • OneAscent Wealth Management's KB Financial Group position peaked at $299K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.