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Sheets Smith Wealth Management’s Kirby Corp KEX Stock Holding History

Sheets Smith Wealth Management’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
2024
Q4 		– Sell
-2,720
Closed -$333K – 385
2024
Q3 		$333K Sell
2,720
-1,344
-33% -$160K 0.04% 306
2024
Q2 		$487K Buy
+4,064
New +$454K 0.06% 247

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sheets Smith Wealth Management's KEX Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 2,720 shares — an estimated $333K sold.

Sheets Smith Wealth Management first reported a position in KEX in Q2 2024 and held it in 2 quarters. The position peaked at $487K in Q2 2024. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,720 Kirby Corp shares in Q4 2024, an estimated $333K.
  • Sheets Smith Wealth Management first reported a position in Kirby Corp in Q2 2024 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Kirby Corp position peaked at $487K in Q2 2024.
  • 431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.