Tyler-Stone Wealth Management’s KB Financial Group KB Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-42	Closed	-$2.38K	–	647
2024 Q2	$2.38K	Hold	42	–	–	﹤0.01%	836
2024 Q1	$2.19K	Hold	42	–	–	﹤0.01%	838
2023 Q4	$1.74K	Hold	42	–	–	﹤0.01%	820
2023 Q3	$2K	Hold	42	–	–	﹤0.01%	821
2023 Q2	$2K	Buy	+42	New	+$1.55K	﹤0.01%	806
2022 Q4	$2K	Hold	42	–	–	﹤0.01%	755
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	808
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	763
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	752
2021 Q4	$2K	Buy	+42	New	+$2K	﹤0.01%	803

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tyler-Stone Wealth Management's KB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of KB Financial Group (KB) in Q3 2024, closing a stake of 42 shares — an estimated $2.38K sold.

Tyler-Stone Wealth Management first reported a position in KB in Q4 2021 and held it in 10 quarters. The position peaked at $2.38K in Q2 2024. 228 funds tracked by Wall St. Rank hold KB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining KB Financial Group position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 42 KB Financial Group shares in Q3 2024, an estimated $2.38K.
Tyler-Stone Wealth Management first reported a position in KB Financial Group in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's KB Financial Group position peaked at $2.38K in Q2 2024.
228 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.