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Spire Wealth Management’s KBR KBR Stock Holding History

Spire Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$4.78K – 2311
2024
Q1 		$4.78K Sell
75
-622
-89% -$35.4K ﹤0.01% 1938
2023
Q4 		$37.2K Hold
697
– – ﹤0.01% 1302
2023
Q3 		$41.1K Hold
697
– – ﹤0.01% 1233
2023
Q2 		$45.3K Buy
697
+366
+111% +$21.8K ﹤0.01% 1236
2023
Q1 		$18.2K Buy
+331
New +$17.3K ﹤0.01% 1660
2022
Q3 		– Sell
-7,271
Closed -$352K – 2405
2022
Q2 		$352K Buy
+7,271
New +$359K 0.01% 582
2022
Q1 		– Sell
-7,271
Closed -$346K – 2708
2021
Q4 		$346K Buy
+7,271
New +$321K 0.01% 844
2021
Q2 		– Sell
-22,568
Closed -$775K – 2786
2021
Q1 		$775K Buy
+22,568
New +$720K 0.02% 526

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's KBR Position: Q2 2024 in Review

Spire Wealth Management sold out of KBR (KBR) in Q2 2024, closing a stake of 75 shares — an estimated $4.78K sold.

Spire Wealth Management first reported a position in KBR in Q1 2021 and held it in 8 quarters. The position peaked at $775K in Q1 2021. 404 funds tracked by Wall St. Rank hold KBR as of Q2 2024.

  • Spire Wealth Management reported no remaining KBR position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 75 KBR shares in Q2 2024, an estimated $4.78K.
  • Spire Wealth Management first reported a position in KBR in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's KBR position peaked at $775K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held KBR as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.