PCS
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Personal CFO Solutions’s KB Financial Group KB Stock Holding History

Personal CFO Solutions’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
2021
Q1 		– Sell
-5,374
Closed -$213K – 425
2020
Q4 		$213K Buy
+5,374
New +$210K 0.05% 339

Other funds holding KB

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TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Personal CFO Solutions's KB Position: Q1 2021 in Review

Personal CFO Solutions sold out of KB Financial Group (KB) in Q1 2021, closing a stake of 5,374 shares — an estimated $213K sold.

Personal CFO Solutions first reported a position in KB in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 165 funds tracked by Wall St. Rank hold KB as of Q1 2021.

  • Personal CFO Solutions reported no remaining KB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 5,374 KB Financial Group shares in Q1 2021, an estimated $213K.
  • Personal CFO Solutions first reported a position in KB Financial Group in Q4 2020 and held it in 1 quarter.
  • Personal CFO Solutions's KB Financial Group position peaked at $213K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2021.

Based on Personal CFO Solutions's 13F filing for Q1 2021, filed 21 Apr 2021.