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RGT Wealth Advisors’s KB Financial Group KB Stock Holding History

RGT Wealth 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
Q1 		– Sell
-55
Closed -$3K – 222
2021
Q4 		$3K Buy
+55
New +$2.61K ﹤0.01% 282

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RGT Wealth Advisors's KB Position: Q1 2022 in Review

RGT Wealth Advisors sold out of KB Financial Group (KB) in Q1 2022, closing a stake of 55 shares — an estimated $3K sold.

RGT Wealth Advisors first reported a position in KB in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 185 funds tracked by Wall St. Rank hold KB as of Q1 2022.

  • RGT Wealth Advisors reported no remaining KB Financial Group position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 55 KB Financial Group shares in Q1 2022, an estimated $3K.
  • RGT Wealth Advisors first reported a position in KB Financial Group in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's KB Financial Group position peaked at $3K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.