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Sequoia Financial Advisors’s KBR KBR Stock Holding History

Sequoia Financial Advisors’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
2025
Q1 		– Sell
-34,774
Closed -$2.01M – 1424
2024
Q4 		$2.01M Buy
34,774
+2,592
+8% +$165K 0.02% 403
2024
Q3 		$2.1M Buy
32,182
+15,317
+91% +$997K 0.02% 367
2024
Q2 		$1.08M Buy
16,865
+422
+3% +$27.3K 0.01% 468
2024
Q1 		$1.05M Buy
16,443
+449
+3% +$25.6K 0.01% 467
2023
Q4 		$886K Buy
+15,994
New +$882K 0.01% 562

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Sequoia Financial Advisors's KBR Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of KBR (KBR) in Q1 2025, closing a stake of 34,774 shares — an estimated $2.01M sold.

Sequoia Financial Advisors first reported a position in KBR in Q4 2023 and held it in 5 quarters. The position peaked at $2.1M in Q3 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 34,774 KBR shares in Q1 2025, an estimated $2.01M.
  • Sequoia Financial Advisors first reported a position in KBR in Q4 2023 and held it in 5 quarters.
  • Sequoia Financial Advisors's KBR position peaked at $2.1M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.