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TRUE Private Wealth Advisors’s KBR KBR Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-359
Closed -$11K – 479
2020
Q4 		$11K Buy
359
+2
+0.6% +$53 ﹤0.01% 523
2020
Q3 		$8K Buy
357
+1
+0.3% +$23 ﹤0.01% 521
2020
Q2 		$8K Buy
+356
New +$7.74K ﹤0.01% 516

Other funds holding KBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's KBR Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of KBR (KBR) in Q1 2021, closing a stake of 359 shares — an estimated $11K sold.

TRUE Private Wealth Advisors first reported a position in KBR in Q2 2020 and held it in 3 quarters. The position peaked at $11K in Q4 2020. 276 funds tracked by Wall St. Rank hold KBR as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining KBR position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 359 KBR shares in Q1 2021, an estimated $11K.
  • TRUE Private Wealth Advisors first reported a position in KBR in Q2 2020 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's KBR position peaked at $11K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held KBR as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.