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Toth Financial Advisory’s Kirby Corp KEX Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-12
Closed -$1.47K – 730
2024
Q3 		$1.47K Hold
12
– – ﹤0.01% 638
2024
Q2 		$1.44K Buy
+12
New +$1.34K ﹤0.01% 656

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Toth Financial Advisory sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 12 shares — an estimated $1.47K sold.

Toth Financial Advisory first reported a position in KEX in Q2 2024 and held it in 2 quarters. The position peaked at $1.47K in Q3 2024. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Toth Financial Advisory reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 12 Kirby Corp shares in Q4 2024, an estimated $1.47K.
  • Toth Financial Advisory first reported a position in Kirby Corp in Q2 2024 and held it in 2 quarters.
  • Toth Financial Advisory's Kirby Corp position peaked at $1.47K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

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