TWA
KW

TCI Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

TCI Wealth Advisors’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-878
Closed -$14.6K – 1282
2023
Q1 		$14.6K Buy
878
+2
+0.2% +$34 ﹤0.01% 871
2022
Q4 		$13.8K Buy
876
+867
+9,633% +$13.9K ﹤0.01% 870
2022
Q3 		$0 Sell
9
-446
-98% -$8.34K ﹤0.01% 2434
2022
Q2 		$9K Buy
455
+198
+77% +$4.26K ﹤0.01% 1084
2022
Q1 		$6K Hold
257
– – ﹤0.01% 1433
2021
Q4 		$6K Hold
257
– – ﹤0.01% 1544
2021
Q3 		$5K Buy
257
+66
+35% +$1.38K ﹤0.01% 1613
2021
Q2 		$4K Buy
+191
New +$3.86K ﹤0.01% 1590

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2023, closing a stake of 878 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in KW in Q2 2021 and held it in 8 quarters. The position peaked at $14.6K in Q1 2023. 199 funds tracked by Wall St. Rank hold KW as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 878 Kennedy-Wilson Holdings shares in Q2 2023, an estimated $14.6K.
  • TCI Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Kennedy-Wilson Holdings position peaked at $14.6K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2023.

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