PFGIA
KW

Patriot Financial Group Insurance Agency’s Kennedy-Wilson Holdings KW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-250
Closed -$6K – 2105
2022
Q1 		$6K Hold
250
– – ﹤0.01% 1553
2021
Q4 		$6K Hold
250
– – ﹤0.01% 1656
2021
Q3 		$5K Buy
+250
New +$5.21K ﹤0.01% 1697

Other funds holding KW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KW Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kennedy-Wilson Holdings (KW) in Q2 2022, closing a stake of 250 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in KW in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 197 funds tracked by Wall St. Rank hold KW as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kennedy-Wilson Holdings position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 250 Kennedy-Wilson Holdings shares in Q2 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Kennedy-Wilson Holdings in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Kennedy-Wilson Holdings position peaked at $6K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.