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Optimum Investment Advisors’s Kohl's KSS Stock Holding History

Optimum Investment Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-150
Closed -$4.37K – 648
2024
Q1 		$4.37K Buy
+150
New +$4.02K ﹤0.01% 573
2015
Q1 		$20K Hold
250
– – 0.01% 684
2014
Q4 		$15K Hold
250
– – ﹤0.01% 782
2014
Q3 		$15K Sell
250
-200
-44% -$11.3K 0.01% 696
2014
Q2 		$24K Buy
450
+200
+80% +$10.8K 0.01% 626
2014
Q1 		$14K Hold
250
– – 0.01% 559
2013
Q4 		$14K Hold
250
– – 0.01% 571
2013
Q3 		$13K Buy
+250
New +$13.1K 0.01% 551

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Optimum Investment Advisors's KSS Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Kohl's (KSS) in Q2 2024, closing a stake of 150 shares — an estimated $4.37K sold.

Optimum Investment Advisors first reported a position in KSS in Q3 2013 and held it in 8 quarters. The position peaked at $24K in Q2 2014. 369 funds tracked by Wall St. Rank hold KSS as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Kohl's position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 150 Kohl's shares in Q2 2024, an estimated $4.37K.
  • Optimum Investment Advisors first reported a position in Kohl's in Q3 2013 and held it in 8 quarters.
  • Optimum Investment Advisors's Kohl's position peaked at $24K in Q2 2014.
  • 369 funds tracked by Wall St. Rank held Kohl's as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.