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Plante Moran Financial Advisors’s KB Financial Group KB Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-35
Closed -$1K – 968
2022
Q2 		$1K Buy
+35
New +$1.59K ﹤0.01% 916
2019
Q1 		– Sell
-43
Closed -$2K – 863
2018
Q4 		$2K Buy
+43
New +$1.88K ﹤0.01% 726
2014
Q1 		– Sell
-168
Closed -$7K – 661
2013
Q4 		$7K Buy
+168
New +$6.33K ﹤0.01% 503

Other funds holding KB

Dimensional Fund Advisors
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Plante Moran Financial Advisors's KB Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of KB Financial Group (KB) in Q3 2022, closing a stake of 35 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in KB in Q4 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 161 funds tracked by Wall St. Rank hold KB as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining KB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 35 KB Financial Group shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in KB Financial Group in Q4 2013 and held it in 3 quarters.
  • Plante Moran Financial Advisors's KB Financial Group position peaked at $7K in Q4 2013.
  • 161 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.