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Triad Wealth Partners’s KBR KBR Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-59
Closed -$3.78K – 500
2024
Q2 		$3.78K Buy
+59
New +$3.81K ﹤0.01% 633

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's KBR Position: Q3 2024 in Review

Triad Wealth Partners sold out of KBR (KBR) in Q3 2024, closing a stake of 59 shares — an estimated $3.78K sold.

Triad Wealth Partners first reported a position in KBR in Q2 2024 and held it in 1 quarter. The position peaked at $3.78K in Q2 2024. 424 funds tracked by Wall St. Rank hold KBR as of Q3 2024.

  • Triad Wealth Partners reported no remaining KBR position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 59 KBR shares in Q3 2024, an estimated $3.78K.
  • Triad Wealth Partners first reported a position in KBR in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's KBR position peaked at $3.78K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held KBR as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.