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Simplicity Wealth’s KT KT Stock Holding History

Simplicity Wealth’s Portfolio KT Stock Details KT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,667
Closed -$365K – 880
2024
Q2 		$365K Buy
26,667
+3,160
+13% +$41.7K 0.01% 882
2024
Q1 		$330K Buy
+23,507
New +$324K 0.01% 883

Other funds holding KT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Wealth's KT Position: Q3 2024 in Review

Simplicity Wealth sold out of KT (KT) in Q3 2024, closing a stake of 26,667 shares — an estimated $365K sold.

Simplicity Wealth first reported a position in KT in Q1 2024 and held it in 2 quarters. The position peaked at $365K in Q2 2024. 189 funds tracked by Wall St. Rank hold KT as of Q3 2024.

  • Simplicity Wealth reported no remaining KT position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 26,667 KT shares in Q3 2024, an estimated $365K.
  • Simplicity Wealth first reported a position in KT in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's KT position peaked at $365K in Q2 2024.
  • 189 funds tracked by Wall St. Rank held KT as of Q3 2024.

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