TCWM
KEX icon

Total Clarity Wealth Management’s Kirby Corp KEX Stock Holding History

Total Clarity Wealth Management’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
2022
Q1 		– Sell
-240
Closed -$14K – 585
2021
Q4 		$14K Hold
240
– – 0.01% 625
2021
Q3 		$12K Buy
+240
New +$13.3K 0.01% 637

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Total Clarity Wealth Management's KEX Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Kirby Corp (KEX) in Q1 2022, closing a stake of 240 shares — an estimated $14K sold.

Total Clarity Wealth Management first reported a position in KEX in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 276 funds tracked by Wall St. Rank hold KEX as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Kirby Corp position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 240 Kirby Corp shares in Q1 2022, an estimated $14K.
  • Total Clarity Wealth Management first reported a position in Kirby Corp in Q3 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Kirby Corp position peaked at $14K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.