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Venturi Wealth Management’s Kirby Corp KEX Stock Holding History

Venturi Wealth Management’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$12.7K – 1258
2024
Q4 		$12.7K Sell
120
-51
-30% -$6.15K ﹤0.01% 1371
2024
Q3 		$20.9K Buy
171
+38
+29% +$4.53K ﹤0.01% 1003
2024
Q2 		$15.9K Buy
133
+12
+10% +$1.34K ﹤0.01% 988
2024
Q1 		$11.5K Buy
+121
New +$10.2K ﹤0.01% 898

Other funds holding KEX

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Venturi Wealth Management sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 120 shares — an estimated $12.7K sold.

Venturi Wealth Management first reported a position in KEX in Q1 2024 and held it in 4 quarters. The position peaked at $20.9K in Q3 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 120 Kirby Corp shares in Q1 2025, an estimated $12.7K.
  • Venturi Wealth Management first reported a position in Kirby Corp in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Kirby Corp position peaked at $20.9K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

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