TFO
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Tarbox Family Office’s Kontoor Brands KTB Stock Holding History

Tarbox Family Office’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-60
Closed -$2K – 586
2022
Q1 		$2K Hold
60
– – ﹤0.01% 819
2021
Q4 		$3K Hold
60
– – ﹤0.01% 790
2021
Q3 		$3K Hold
60
– – ﹤0.01% 806
2021
Q2 		$3K Hold
60
– – ﹤0.01% 819
2021
Q1 		$3K Hold
60
– – ﹤0.01% 764
2020
Q4 		$2K Hold
60
– – ﹤0.01% 848
2020
Q3 		$1K Buy
60
+28
+88% +$586 ﹤0.01% 994
2020
Q2 		$1K Sell
32
-14
-30% -$249 ﹤0.01% 992
2020
Q1 		$1K Sell
46
-42
-48% -$1.5K ﹤0.01% 896
2019
Q4 		$4K Buy
88
+42
+91% +$1.59K ﹤0.01% 572
2019
Q3 		$2K Hold
46
– – ﹤0.01% 748
2019
Q2 		$1K Buy
+46
New +$1.37K ﹤0.01% 966

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Ameriprise
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Fidelity Investments
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return