Tradewinds LLC’s Kirby Corp KEX Stock Holding History

Tradewinds LLC’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
2023 Q1	–	Sell	-4,016	Closed	-$545K	–	161
2022 Q4	$545K	Buy	+4,016	New	+$268K	0.35%	53

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tradewinds LLC's KEX Position: Q1 2023 in Review

Tradewinds LLC sold out of Kirby Corp (KEX) in Q1 2023, closing a stake of 4,016 shares — an estimated $545K sold.

Tradewinds LLC first reported a position in KEX in Q4 2022 and held it in 1 quarter. The position peaked at $545K in Q4 2022. 284 funds tracked by Wall St. Rank hold KEX as of Q1 2023.

Tradewinds LLC reported no remaining Kirby Corp position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 4,016 Kirby Corp shares in Q1 2023, an estimated $545K.
Tradewinds LLC first reported a position in Kirby Corp in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's Kirby Corp position peaked at $545K in Q4 2022.
284 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.