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TriaGen Wealth Management’s Kirby Corp KEX Stock Holding History

TriaGen 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
Q2 		– Sell
-3,867
Closed -$279K – 176
2022
Q1 		$279K Buy
+3,867
New +$258K 0.14% 146

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

TriaGen Wealth Management's KEX Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Kirby Corp (KEX) in Q2 2022, closing a stake of 3,867 shares — an estimated $279K sold.

TriaGen Wealth Management first reported a position in KEX in Q1 2022 and held it in 1 quarter. The position peaked at $279K in Q1 2022. 269 funds tracked by Wall St. Rank hold KEX as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Kirby Corp position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,867 Kirby Corp shares in Q2 2022, an estimated $279K.
  • TriaGen Wealth Management first reported a position in Kirby Corp in Q1 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Kirby Corp position peaked at $279K in Q1 2022.
  • 269 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.