WTA
KW

Washington Trust Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Washington Trust 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
2022
Q4 		– Sell
-183
Closed -$3K – 840
2022
Q3 		$3K Sell
183
-39
-18% -$729 ﹤0.01% 804
2022
Q2 		$4K Hold
222
– – ﹤0.01% 786
2022
Q1 		$5K Sell
222
-44
-17% -$1.01K ﹤0.01% 818
2021
Q4 		$6K Buy
+266
New +$6.06K ﹤0.01% 822

Other funds holding KW

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Washington Trust Advisors's KW Position: Q4 2022 in Review

Washington Trust Advisors sold out of Kennedy-Wilson Holdings (KW) in Q4 2022, closing a stake of 183 shares — an estimated $3K sold.

Washington Trust Advisors first reported a position in KW in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 208 funds tracked by Wall St. Rank hold KW as of Q4 2022.

  • Washington Trust Advisors reported no remaining Kennedy-Wilson Holdings position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 183 Kennedy-Wilson Holdings shares in Q4 2022, an estimated $3K.
  • Washington Trust Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Kennedy-Wilson Holdings position peaked at $6K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.