OIA
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Optimum Investment Advisors’s Kontoor Brands KTB Stock Holding History

Optimum Investment Advisors’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$5K – 848
2021
Q3 		$5K Sell
100
-57
-36% -$3.16K ﹤0.01% 745
2021
Q2 		$9K Hold
157
– – ﹤0.01% 759
2021
Q1 		$8K Hold
157
– – ﹤0.01% 788
2020
Q4 		$6K Hold
157
– – ﹤0.01% 770
2020
Q3 		$4K Hold
157
– – ﹤0.01% 781
2020
Q2 		$3K Sell
157
-57
-27% -$1.02K ﹤0.01% 787
2020
Q1 		$4K Hold
214
– – ﹤0.01% 773
2019
Q4 		$9K Hold
214
– – ﹤0.01% 787
2019
Q3 		$8K Hold
214
– – ﹤0.01% 832
2019
Q2 		$6K Buy
+214
New +$6.36K ﹤0.01% 832

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Vanguard Group
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Ameriprise
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AllianceBernstein
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return