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U.S. Capital Wealth Advisors’s Kemper KMPR Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600
Closed -$29.5K – 1112
2022
Q4 		$29.5K Buy
+600
New +$30.2K ﹤0.01% 1008

Other funds holding KMPR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

U.S. Capital Wealth Advisors's KMPR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Kemper (KMPR) in Q1 2023, closing a stake of 600 shares — an estimated $29.5K sold.

U.S. Capital Wealth Advisors first reported a position in KMPR in Q4 2022 and held it in 1 quarter. The position peaked at $29.5K in Q4 2022. 236 funds tracked by Wall St. Rank hold KMPR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Kemper position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 600 Kemper shares in Q1 2023, an estimated $29.5K.
  • U.S. Capital Wealth Advisors first reported a position in Kemper in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Kemper position peaked at $29.5K in Q4 2022.
  • 236 funds tracked by Wall St. Rank held Kemper as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.