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TFO Wealth Partners’s Kirby Corp KEX Stock Holding History

TFO Wealth Partners’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$286 – 423
2024
Q1 		$286 Hold
3
– – ﹤0.01% 411
2023
Q4 		$235 Hold
3
– – ﹤0.01% 593
2023
Q3 		$231 Hold
3
– – ﹤0.01% 750
2023
Q2 		$231 Hold
3
– – ﹤0.01% 467
2023
Q1 		$209 Buy
3
+2
+200% +$138 ﹤0.01% 464
2022
Q4 		$136 Buy
+1
New +$67 ﹤0.01% 707

Other funds holding KEX

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TFO Wealth Partners's KEX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Kirby Corp (KEX) in Q2 2024, closing a stake of 3 shares — an estimated $286 sold.

TFO Wealth Partners first reported a position in KEX in Q4 2022 and held it in 6 quarters. The position peaked at $286 in Q1 2024. 403 funds tracked by Wall St. Rank hold KEX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Kirby Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Kirby Corp shares in Q2 2024, an estimated $286.
  • TFO Wealth Partners first reported a position in Kirby Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Kirby Corp position peaked at $286 in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.