TI
KB icon

tru Independence’s KB Financial Group KB Stock Holding History

tru Independence’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-185
Closed -$7 – 508
2020
Q4 		$7 Hold
185
– – ﹤0.01% 597
2020
Q3 		$6K Hold
185
– – ﹤0.01% 296
2020
Q2 		$5 Sell
185
-480
-72% -$13.1K ﹤0.01% 700
2020
Q1 		$18 Hold
665
– – ﹤0.01% 394
2019
Q4 		$18K Buy
+665
New +$25.4K ﹤0.01% 501

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

tru Independence's KB Position: Q1 2021 in Review

tru Independence sold out of KB Financial Group (KB) in Q1 2021, closing a stake of 185 shares — an estimated $7 sold.

tru Independence first reported a position in KB in Q4 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2019. 165 funds tracked by Wall St. Rank hold KB as of Q1 2021.

  • tru Independence reported no remaining KB Financial Group position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 185 KB Financial Group shares in Q1 2021, an estimated $7.
  • tru Independence first reported a position in KB Financial Group in Q4 2019 and held it in 5 quarters.
  • tru Independence's KB Financial Group position peaked at $18K in Q4 2019.
  • 165 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.