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Venturi Wealth Management’s KBR KBR Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,603
Closed -$92.9K – 1254
2024
Q4 		$92.9K Buy
1,603
+1,339
+507% +$85.4K ﹤0.01% 813
2024
Q3 		$17.2K Buy
264
+138
+110% +$8.98K ﹤0.01% 1056
2024
Q2 		$8.08K Buy
126
+12
+11% +$775 ﹤0.01% 1145
2024
Q1 		$7.26K Buy
114
+23
+25% +$1.31K ﹤0.01% 1001
2023
Q4 		$5.04K Buy
91
+7
+8% +$386 ﹤0.01% 1026
2023
Q3 		$4.95K Hold
84
– – ﹤0.01% 985
2023
Q2 		$5.47K Hold
84
– – ﹤0.01% 738
2023
Q1 		$4.63K Buy
+84
New +$4.4K ﹤0.01% 840

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Venturi Wealth Management's KBR Position: Q1 2025 in Review

Venturi Wealth Management sold out of KBR (KBR) in Q1 2025, closing a stake of 1,603 shares — an estimated $92.9K sold.

Venturi Wealth Management first reported a position in KBR in Q1 2023 and held it in 8 quarters. The position peaked at $92.9K in Q4 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

  • Venturi Wealth Management reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,603 KBR shares in Q1 2025, an estimated $92.9K.
  • Venturi Wealth Management first reported a position in KBR in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's KBR position peaked at $92.9K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.