Spire Wealth Management’s Kirby Corp KEX Stock Holding History

Spire Wealth Management’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,505	Closed	-$89K	–	2709
2021 Q4	$89K	Buy	+1,505	New	+$84.1K	﹤0.01%	1449
2021 Q2	–	Sell	-1,694	Closed	-$106K	–	2787
2021 Q1	$106K	Buy	+1,694	New	+$102K	﹤0.01%	1380

Other funds holding KEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's KEX Position: Q1 2022 in Review

Spire Wealth Management sold out of Kirby Corp (KEX) in Q1 2022, closing a stake of 1,505 shares — an estimated $89K sold.

Spire Wealth Management first reported a position in KEX in Q1 2021 and held it in 2 quarters. The position peaked at $106K in Q1 2021. 276 funds tracked by Wall St. Rank hold KEX as of Q1 2022.

Spire Wealth Management reported no remaining Kirby Corp position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 1,505 Kirby Corp shares in Q1 2022, an estimated $89K.
Spire Wealth Management first reported a position in Kirby Corp in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Kirby Corp position peaked at $106K in Q1 2021.
276 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.