ORG Wealth Partners’s Kirby Corp KEX Stock Holding History

ORG Wealth Partners’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	-243	Closed	-$29.7K	–	521
2024 Q3	$29.7K	Buy	+243	New	+$29K	0.01%	298

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ORG Wealth Partners's KEX Position: Q4 2024 in Review

ORG Wealth Partners sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 243 shares — an estimated $29.7K sold.

ORG Wealth Partners first reported a position in KEX in Q3 2024 and held it in 1 quarter. The position peaked at $29.7K in Q3 2024. 429 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

ORG Wealth Partners reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
ORG Wealth Partners sold 243 Kirby Corp shares in Q4 2024, an estimated $29.7K.
ORG Wealth Partners first reported a position in Kirby Corp in Q3 2024 and held it in 1 quarter.
ORG Wealth Partners's Kirby Corp position peaked at $29.7K in Q3 2024.
429 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.