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Toth Financial Advisory’s KBR KBR Stock Holding History

Toth Financial Advisory’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$32.6K – 729
2024
Q3 		$32.6K Sell
500
-4,800
-91% -$312K ﹤0.01% 333
2024
Q2 		$340K Buy
+5,300
New +$342K 0.04% 175
2020
Q1 		– Sell
-20,850
Closed -$636K – 488
2019
Q4 		$636K Buy
20,850
+850
+4% +$23.9K 0.13% 111
2019
Q3 		$491K Buy
20,000
+9,800
+96% +$249K 0.11% 112
2019
Q2 		$254K Buy
+10,200
New +$228K 0.06% 153

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Toth Financial Advisory's KBR Position: Q4 2024 in Review

Toth Financial Advisory sold out of KBR (KBR) in Q4 2024, closing a stake of 500 shares — an estimated $32.6K sold.

Toth Financial Advisory first reported a position in KBR in Q2 2019 and held it in 5 quarters. The position peaked at $636K in Q4 2019. 403 funds tracked by Wall St. Rank hold KBR as of Q4 2024.

  • Toth Financial Advisory reported no remaining KBR position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 500 KBR shares in Q4 2024, an estimated $32.6K.
  • Toth Financial Advisory first reported a position in KBR in Q2 2019 and held it in 5 quarters.
  • Toth Financial Advisory's KBR position peaked at $636K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held KBR as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.