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TCI Wealth Advisors’s KB Financial Group KB Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-50
Closed -$1.93K – 2583
2022
Q4 		$1.93K Hold
50
– – ﹤0.01% 1984
2022
Q3 		$2K Buy
+50
New +$1.81K ﹤0.01% 1947

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's KB Position: Q1 2023 in Review

TCI Wealth Advisors sold out of KB Financial Group (KB) in Q1 2023, closing a stake of 50 shares — an estimated $1.93K sold.

TCI Wealth Advisors first reported a position in KB in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 158 funds tracked by Wall St. Rank hold KB as of Q1 2023.

  • TCI Wealth Advisors reported no remaining KB Financial Group position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 50 KB Financial Group shares in Q1 2023, an estimated $1.93K.
  • TCI Wealth Advisors first reported a position in KB Financial Group in Q3 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's KB Financial Group position peaked at $2K in Q3 2022.
  • 158 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.