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Sowell Financial Services’s KB Financial Group KB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,066
Closed -$158K – 1690
2021
Q1 		$158K Buy
+3,066
New +$128K 0.01% 1170
2020
Q1 		– Sell
-126
Closed -$5K – 2566
2019
Q4 		$5K Buy
+126
New +$4.82K ﹤0.01% 1911

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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sowell Financial Services's KB Position: Q2 2021 in Review

Sowell Financial Services sold out of KB Financial Group (KB) in Q2 2021, closing a stake of 3,066 shares — an estimated $158K sold.

Sowell Financial Services first reported a position in KB in Q4 2019 and held it in 2 quarters. The position peaked at $158K in Q1 2021. 170 funds tracked by Wall St. Rank hold KB as of Q2 2021.

  • Sowell Financial Services reported no remaining KB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,066 KB Financial Group shares in Q2 2021, an estimated $158K.
  • Sowell Financial Services first reported a position in KB Financial Group in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's KB Financial Group position peaked at $158K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.