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Point View Wealth Management’s Kirby Corp KEX Stock Holding History

Point View Wealth Management’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$323K Sell
6,235
-32
-0.5% -$1.46K 0.13% 197
2020
Q3 		$227K Sell
6,267
-643
-9% -$28.3K 0.11% 223
2020
Q2 		$370K Sell
6,910
-765
-10% -$39.1K 0.18% 171
2020
Q1 		$334K Sell
7,675
-154
-2% -$10.5K 0.18% 168
2019
Q4 		$701K Sell
7,829
-44
-0.6% -$3.65K 0.29% 116
2019
Q3 		$647K Sell
7,873
-1,906
-19% -$146K 0.29% 116
2019
Q2 		$773K Sell
9,779
-48
-0.5% -$3.85K 0.33% 101
2019
Q1 		$738K Sell
9,827
-223
-2% -$16.2K 0.33% 108
2018
Q4 		$677K Hold
10,050
– – 0.34% 102
2018
Q3 		$827K Sell
10,050
-61
-0.6% -$5.12K 0.37% 94
2018
Q2 		$845K Sell
10,111
-135
-1% -$11.7K 0.39% 86
2018
Q1 		$788K Buy
10,246
+146
+1% +$10.9K 0.38% 92
2017
Q4 		$675K Sell
10,100
-13
-0.1% -$852 0.32% 111
2017
Q3 		$667K Hold
10,113
– – 0.32% 115
2017
Q2 		$676K Buy
10,113
+1,111
+12% +$75.7K 0.33% 111
2017
Q1 		$635K Buy
9,002
+1,244
+16% +$84.9K 0.33% 110
2016
Q4 		$516K Buy
7,758
+174
+2% +$11K 0.3% 120
2016
Q3 		$471K Buy
7,584
+597
+9% +$34.3K 0.28% 125
2016
Q2 		$436K Buy
6,987
+948
+16% +$62.1K 0.26% 128
2016
Q1 		$364K Buy
+6,039
New +$329K 0.23% 140

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point View Wealth Management's KEX Position: Q4 2020 in Review

Point View Wealth Management reduced its Kirby Corp (KEX) stake by 0.51% in Q4 2020, selling an estimated $1.46K and leaving 6,235 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #197.

Point View Wealth Management first reported a position in KEX in Q1 2016 and has held it in 20 quarters since. The position peaked at $845K in Q2 2018. 242 funds tracked by Wall St. Rank hold KEX as of Q4 2020.

  • Point View Wealth Management held 6,235 shares of Kirby Corp worth $323K as of Q4 2020.
  • Point View Wealth Management sold 32 Kirby Corp shares in Q4 2020, an estimated $1.46K.
  • Kirby Corp made up 0.13% of Point View Wealth Management's portfolio in Q4 2020, its #197 holding.
  • Point View Wealth Management first reported a position in Kirby Corp in Q1 2016 and has held it in 20 quarters since.
  • Point View Wealth Management's Kirby Corp position peaked at $845K in Q2 2018.
  • 242 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.