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Regent Peak Wealth Advisors’s Kirby Corp KEX Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-12
Closed -$1K – 582
2020
Q4 		$1K Buy
+12
New +$547 ﹤0.01% 943

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ACM
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Fidelity Investments
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regent Peak Wealth Advisors's KEX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Kirby Corp (KEX) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in KEX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 248 funds tracked by Wall St. Rank hold KEX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kirby Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 12 Kirby Corp shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Kirby Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kirby Corp position peaked at $1K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.