TWP
KW

TFO Wealth Partners’s Kennedy-Wilson Holdings KW Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$17 – 444
2024
Q1 		$17 Hold
2
– – ﹤0.01% 772
2023
Q4 		$25 Hold
2
– – ﹤0.01% 907
2023
Q3 		$33 Hold
2
– – ﹤0.01% 1069
2023
Q2 		$33 Hold
2
– – ﹤0.01% 791
2023
Q1 		$33 Sell
2
-2
-50% -$34 ﹤0.01% 772
2022
Q4 		$96 Buy
+4
New +$64 ﹤0.01% 780

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

TFO Wealth Partners sold out of Kennedy-Wilson Holdings (KW) in Q2 2024, closing a stake of 2 shares — an estimated $17 sold.

TFO Wealth Partners first reported a position in KW in Q4 2022 and held it in 6 quarters. The position peaked at $96 in Q4 2022. 235 funds tracked by Wall St. Rank hold KW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Kennedy-Wilson Holdings position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Kennedy-Wilson Holdings shares in Q2 2024, an estimated $17.
  • TFO Wealth Partners first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Kennedy-Wilson Holdings position peaked at $96 in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2024.

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