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TFO Wealth Partners’s Kemper KMPR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$186 – 433
2024
Q1 		$186 Hold
3
– – ﹤0.01% 509
2023
Q4 		$146 Hold
3
– – ﹤0.01% 726
2023
Q3 		$145 Hold
3
– – ﹤0.01% 914
2023
Q2 		$145 Hold
3
– – ﹤0.01% 587
2023
Q1 		$164 Sell
3
-41
-93% -$2.38K ﹤0.01% 535
2022
Q4 		$7.77K Buy
+44
New +$2.21K ﹤0.01% 131

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Fuller & Thaler Asset Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return