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SYSTM Wealth Solutions’s KB Financial Group KB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-564
Closed -$31.9K – 371
2024
Q2 		$31.9K Buy
564
+125
+28% +$6.79K 0.01% 310
2024
Q1 		$22.9K Sell
439
-77
-15% -$3.63K ﹤0.01% 680
2023
Q4 		$21.3K Buy
+516
New +$20.9K ﹤0.01% 708

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SYSTM Wealth Solutions's KB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of KB Financial Group (KB) in Q3 2024, closing a stake of 564 shares — an estimated $31.9K sold.

SYSTM Wealth Solutions first reported a position in KB in Q4 2023 and held it in 3 quarters. The position peaked at $31.9K in Q2 2024. 228 funds tracked by Wall St. Rank hold KB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining KB Financial Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 564 KB Financial Group shares in Q3 2024, an estimated $31.9K.
  • SYSTM Wealth Solutions first reported a position in KB Financial Group in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's KB Financial Group position peaked at $31.9K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.