TCWP’s KB Financial Group KB Stock Holding History

TCWP’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
2022 Q2	–	Sell	-308	Closed	-$15K	–	1042
2022 Q1	$15K	Buy	+308	New	+$15.2K	﹤0.01%	770

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCWP's KB Position: Q2 2022 in Review

TCWP sold out of KB Financial Group (KB) in Q2 2022, closing a stake of 308 shares — an estimated $15K sold.

TCWP first reported a position in KB in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 171 funds tracked by Wall St. Rank hold KB as of Q2 2022.

TCWP reported no remaining KB Financial Group position as of Q2 2022 after selling out during the quarter.
TCWP sold 308 KB Financial Group shares in Q2 2022, an estimated $15K.
TCWP first reported a position in KB Financial Group in Q1 2022 and held it in 1 quarter.
TCWP's KB Financial Group position peaked at $15K in Q1 2022.
171 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.