TCI Wealth Advisors’s KBR KBR Stock Holding History

TCI 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
2022 Q3	–	Sell	-591	Closed	-$29K	–	2430
2022 Q2	$29K	Hold	591	–	–	﹤0.01%	532
2022 Q1	$32K	Hold	591	–	–	﹤0.01%	524
2021 Q4	$28K	Buy	591 +118	+25%	+$5.21K	﹤0.01%	563
2021 Q3	$19K	Buy	473 +181	+62%	+$7.02K	﹤0.01%	709
2021 Q2	$11K	Hold	292	–	–	﹤0.01%	907
2021 Q1	$11K	Buy	+292	New	+$9.31K	﹤0.01%	811
2016 Q1	–	Sell	-41	Closed	-$1K	–	1370
2015 Q4	$1K	Hold	41	–	–	﹤0.01%	946
2015 Q3	$1K	Hold	41	–	–	﹤0.01%	894
2015 Q2	$1K	Hold	41	–	–	﹤0.01%	889
2015 Q1	$1K	Hold	41	–	–	﹤0.01%	811
2014 Q4	$1K	Hold	41	–	–	﹤0.01%	810
2014 Q3	$1K	Hold	41	–	–	﹤0.01%	810
2014 Q2	$1K	Sell	41 -21	-34%	-$527	﹤0.01%	827
2014 Q1	$2K	Hold	62	–	–	﹤0.01%	717
2013 Q4	$2K	Hold	62	–	–	﹤0.01%	716
2013 Q3	$2K	Hold	62	–	–	﹤0.01%	637
2013 Q2	$2K	Buy	+62	New	+$1.98K	﹤0.01%	588

Other funds holding KBR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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