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TCI Wealth Advisors’s Kemper KMPR Stock Holding History

TCI Wealth Advisors’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-77
Closed -$4.21K – 1265
2023
Q1 		$4.21K Buy
77
+72
+1,440% +$4.17K ﹤0.01% 1643
2022
Q4 		$246 Buy
5
+1
+25% +$50 ﹤0.01% 2312
2022
Q3 		$0 Sell
4
-96
-96% -$4.49K ﹤0.01% 2432
2022
Q2 		$5K Buy
+100
New +$5.01K ﹤0.01% 1497
2021
Q3 		– Sell
-70
Closed -$5K – 2479
2021
Q2 		$5K Buy
+70
New +$5.4K ﹤0.01% 1453

Other funds holding KMPR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCI Wealth Advisors's KMPR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Kemper (KMPR) in Q2 2023, closing a stake of 77 shares — an estimated $4.21K sold.

TCI Wealth Advisors first reported a position in KMPR in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 216 funds tracked by Wall St. Rank hold KMPR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Kemper position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 77 Kemper shares in Q2 2023, an estimated $4.21K.
  • TCI Wealth Advisors first reported a position in Kemper in Q2 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Kemper position peaked at $5K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Kemper as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.