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Sutton Wealth Advisors’s KBR KBR Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-7
Closed -$370 – 1194
2022
Q4 		$370 Buy
7
+2
+40% +$100 ﹤0.01% 1540
2022
Q3 		$216 Sell
5
-17
-77% -$837 ﹤0.01% 1553
2022
Q2 		$1.06K Buy
22
+6
+38% +$296 ﹤0.01% 1264
2022
Q1 		$876 Hold
16
– – ﹤0.01% 1378
2021
Q4 		$762 Buy
+16
New +$706 ﹤0.01% 1406

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sutton Wealth Advisors's KBR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of KBR (KBR) in Q1 2023, closing a stake of 7 shares — an estimated $370 sold.

Sutton Wealth Advisors first reported a position in KBR in Q4 2021 and held it in 5 quarters. The position peaked at $1.06K in Q2 2022. 347 funds tracked by Wall St. Rank hold KBR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining KBR position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 7 KBR shares in Q1 2023, an estimated $370.
  • Sutton Wealth Advisors first reported a position in KBR in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's KBR position peaked at $1.06K in Q2 2022.
  • 347 funds tracked by Wall St. Rank held KBR as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.