WP
KB icon

WealthShield Partners’s KB Financial Group KB Stock Holding History

WealthShield Partners’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-101
Closed -$5K – 962
2021
Q1 		$5K Buy
+101
New +$4.2K ﹤0.01% 958

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthShield Partners's KB Position: Q2 2021 in Review

WealthShield Partners sold out of KB Financial Group (KB) in Q2 2021, closing a stake of 101 shares — an estimated $5K sold.

WealthShield Partners first reported a position in KB in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 169 funds tracked by Wall St. Rank hold KB as of Q2 2021.

  • WealthShield Partners reported no remaining KB Financial Group position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 101 KB Financial Group shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in KB Financial Group in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's KB Financial Group position peaked at $5K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.