PCS
KW

Personal CFO Solutions’s Kennedy-Wilson Holdings KW Stock Holding History

Personal CFO Solutions’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
2023
Q4 		– Sell
-11,176
Closed -$165K – 535
2023
Q3 		$165K Buy
11,176
+121
+1% +$1.96K 0.03% 444
2023
Q2 		$181K Buy
11,055
+9
+0.1% +$144 0.04% 452
2023
Q1 		$183K Buy
11,046
+235
+2% +$4K 0.04% 453
2022
Q4 		$170K Buy
10,811
+67
+0.6% +$1.08K 0.04% 433
2022
Q3 		$166K Buy
+10,744
New +$201K 0.04% 388
2022
Q2 		– Sell
-9,017
Closed -$220K – 472
2022
Q1 		$220K Buy
+9,017
New +$208K 0.04% 420

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's KW Position: Q4 2023 in Review

Personal CFO Solutions sold out of Kennedy-Wilson Holdings (KW) in Q4 2023, closing a stake of 11,176 shares — an estimated $165K sold.

Personal CFO Solutions first reported a position in KW in Q1 2022 and held it in 6 quarters. The position peaked at $220K in Q1 2022. 202 funds tracked by Wall St. Rank hold KW as of Q4 2023.

  • Personal CFO Solutions reported no remaining Kennedy-Wilson Holdings position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 11,176 Kennedy-Wilson Holdings shares in Q4 2023, an estimated $165K.
  • Personal CFO Solutions first reported a position in Kennedy-Wilson Holdings in Q1 2022 and held it in 6 quarters.
  • Personal CFO Solutions's Kennedy-Wilson Holdings position peaked at $220K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.