Valeo Financial Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Valeo Financial Advisors’s Portfolio KW Stock Details KW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-129	Closed	-$3K	–	1215
2021 Q1	$3K	Buy	+129	New	+$2.42K	﹤0.01%	1710
2020 Q3	–	Sell	-550	Closed	-$8K	–	1885
2020 Q2	$8K	Buy	550 +277	+101%	+$3.99K	﹤0.01%	1358
2020 Q1	$4K	Buy	273 +92	+51%	+$1.83K	﹤0.01%	1356
2019 Q4	$4K	Hold	181	–	–	﹤0.01%	1345
2019 Q3	$4K	Hold	181	–	–	﹤0.01%	1251
2019 Q2	$4K	Hold	181	–	–	﹤0.01%	1276
2019 Q1	$4K	Hold	181	–	–	﹤0.01%	1238
2018 Q4	$3K	Buy	181 +22	+14%	+$422	﹤0.01%	1209
2018 Q3	$3K	Buy	159 +116	+270%	+$2.48K	﹤0.01%	1354
2018 Q2	$1K	Buy	+43	New	+$843	﹤0.01%	1474

Other funds holding KW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's KW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2021, closing a stake of 129 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in KW in Q2 2018 and held it in 10 quarters. The position peaked at $8K in Q2 2020. 175 funds tracked by Wall St. Rank hold KW as of Q2 2021.

Valeo Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 129 Kennedy-Wilson Holdings shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2018 and held it in 10 quarters.
Valeo Financial Advisors's Kennedy-Wilson Holdings position peaked at $8K in Q2 2020.
175 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.