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Portside Wealth Group’s KBR KBR Stock Holding History

Portside Wealth Group’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,072
Closed -$200K – 434
2024
Q3 		$200K Buy
+3,072
New +$200K 0.03% 376

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Portside Wealth Group's KBR Position: Q4 2024 in Review

Portside Wealth Group sold out of KBR (KBR) in Q4 2024, closing a stake of 3,072 shares — an estimated $200K sold.

Portside Wealth Group first reported a position in KBR in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 403 funds tracked by Wall St. Rank hold KBR as of Q4 2024.

  • Portside Wealth Group reported no remaining KBR position as of Q4 2024 after selling out during the quarter.
  • Portside Wealth Group sold 3,072 KBR shares in Q4 2024, an estimated $200K.
  • Portside Wealth Group first reported a position in KBR in Q3 2024 and held it in 1 quarter.
  • Portside Wealth Group's KBR position peaked at $200K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held KBR as of Q4 2024.

Based on Portside Wealth Group's 13F filing for Q4 2024, filed 15 Jan 2025.