PWA
KW

Physician Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Physician Wealth Advisors’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
2025
Q1 		– Sell
-65
Closed -$650 – 1488
2024
Q4 		$650 Buy
+65
New +$710 ﹤0.01% 1065

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Physician Wealth Advisors's KW Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2025, closing a stake of 65 shares — an estimated $650 sold.

Physician Wealth Advisors first reported a position in KW in Q4 2024 and held it in 1 quarter. The position peaked at $650 in Q4 2024. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

  • Physician Wealth Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 65 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $650.
  • Physician Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's Kennedy-Wilson Holdings position peaked at $650 in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.