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Sutton Wealth Advisors’s Kirby Corp KEX Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-3
Closed -$193 – 1196
2022
Q4 		$193 Sell
3
-2
-40% -$133 ﹤0.01% 1598
2022
Q3 		$304 Hold
5
– – ﹤0.01% 1526
2022
Q2 		$304 Hold
5
– – ﹤0.01% 1537
2022
Q1 		$361 Buy
+5
New +$333 ﹤0.01% 1524

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Kirby Corp (KEX) in Q1 2023, closing a stake of 3 shares — an estimated $193 sold.

Sutton Wealth Advisors first reported a position in KEX in Q1 2022 and held it in 4 quarters. The position peaked at $361 in Q1 2022. 284 funds tracked by Wall St. Rank hold KEX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Kirby Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 Kirby Corp shares in Q1 2023, an estimated $193.
  • Sutton Wealth Advisors first reported a position in Kirby Corp in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Kirby Corp position peaked at $361 in Q1 2022.
  • 284 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2023.

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