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Prospera Financial Services’s Kirby Corp KEX Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-160
Closed -$10K – 1244
2022
Q2 		$10K Hold
160
– – ﹤0.01% 1349
2022
Q1 		$12K Buy
+160
New +$10.7K ﹤0.01% 1954

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Prospera Financial Services's KEX Position: Q3 2022 in Review

Prospera Financial Services sold out of Kirby Corp (KEX) in Q3 2022, closing a stake of 160 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in KEX in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 260 funds tracked by Wall St. Rank hold KEX as of Q3 2022.

  • Prospera Financial Services reported no remaining Kirby Corp position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 160 Kirby Corp shares in Q3 2022, an estimated $10K.
  • Prospera Financial Services first reported a position in Kirby Corp in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Kirby Corp position peaked at $12K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.