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RPg Family Wealth Advisory’s KBR KBR Stock Holding History

RPg Family Wealth Advisory’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
Q3 		– Sell
-30,098
Closed -$1.93M – 96
2024
Q2 		$1.93M Buy
30,098
+587
+2% +$37.9K 0.64% 49
2024
Q1 		$1.88M Buy
29,511
+2,841
+11% +$162K 0.6% 51
2023
Q4 		$1.48M Buy
26,670
+5,979
+29% +$330K 0.55% 51
2023
Q3 		$1.22M Buy
20,691
+46
+0.2% +$2.83K 0.5% 56
2023
Q2 		$1.35M Buy
+20,645
New +$1.23M 0.54% 53

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPg Family Wealth Advisory's KBR Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of KBR (KBR) in Q3 2024, closing a stake of 30,098 shares — an estimated $1.93M sold.

RPg Family Wealth Advisory first reported a position in KBR in Q2 2023 and held it in 5 quarters. The position peaked at $1.93M in Q2 2024. 424 funds tracked by Wall St. Rank hold KBR as of Q3 2024.

  • RPg Family Wealth Advisory reported no remaining KBR position as of Q3 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 30,098 KBR shares in Q3 2024, an estimated $1.93M.
  • RPg Family Wealth Advisory first reported a position in KBR in Q2 2023 and held it in 5 quarters.
  • RPg Family Wealth Advisory's KBR position peaked at $1.93M in Q2 2024.
  • 424 funds tracked by Wall St. Rank held KBR as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.