SOA Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

SOA Wealth Advisors’s Portfolio KW Stock Details KW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-774	Closed	-$7.73K	–	900
2024 Q4	$7.73K	Hold	774	–	–	﹤0.01%	578
2024 Q3	$8.55K	Hold	774	–	–	﹤0.01%	552
2024 Q2	$7.52K	Hold	774	–	–	﹤0.01%	566
2024 Q1	$6.64K	Hold	774	–	–	﹤0.01%	585
2023 Q4	$9.58K	Hold	774	–	–	﹤0.01%	531
2023 Q3	$11.4K	Hold	774	–	–	﹤0.01%	504
2023 Q2	$12.6K	Hold	774	–	–	﹤0.01%	503
2023 Q1	$12.8K	Hold	774	–	–	﹤0.01%	497
2022 Q4	$12.2K	Hold	774	–	–	﹤0.01%	494
2022 Q3	$11K	Hold	774	–	–	﹤0.01%	495
2022 Q2	$14K	Hold	774	–	–	﹤0.01%	445
2022 Q1	$18K	Hold	774	–	–	﹤0.01%	486
2021 Q4	$18K	Hold	774	–	–	﹤0.01%	458
2021 Q3	$16K	Hold	774	–	–	﹤0.01%	489
2021 Q2	$15K	Hold	774	–	–	﹤0.01%	505
2021 Q1	$15K	Hold	774	–	–	﹤0.01%	445
2020 Q4	$13K	Buy	+774	New	+$12.1K	﹤0.01%	470

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

SOA Wealth Advisors's KW Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2025, closing a stake of 774 shares — an estimated $7.73K sold.

SOA Wealth Advisors first reported a position in KW in Q4 2020 and held it in 17 quarters. The position peaked at $18K in Q1 2022. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

SOA Wealth Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2025 after selling out during the quarter.
SOA Wealth Advisors sold 774 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $7.73K.
SOA Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2020 and held it in 17 quarters.
SOA Wealth Advisors's Kennedy-Wilson Holdings position peaked at $18K in Q1 2022.
242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.