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Simplicity Wealth’s KB Financial Group KB Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-13,012
Closed -$737K – 863
2024
Q2 		$737K Buy
13,012
+1,061
+9% +$57.7K 0.02% 620
2024
Q1 		$622K Buy
+11,951
New +$564K 0.01% 664

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Simplicity Wealth's KB Position: Q3 2024 in Review

Simplicity Wealth sold out of KB Financial Group (KB) in Q3 2024, closing a stake of 13,012 shares — an estimated $737K sold.

Simplicity Wealth first reported a position in KB in Q1 2024 and held it in 2 quarters. The position peaked at $737K in Q2 2024. 228 funds tracked by Wall St. Rank hold KB as of Q3 2024.

  • Simplicity Wealth reported no remaining KB Financial Group position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 13,012 KB Financial Group shares in Q3 2024, an estimated $737K.
  • Simplicity Wealth first reported a position in KB Financial Group in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's KB Financial Group position peaked at $737K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.