Wealthspire Advisors (Maryland)’s Kohl's KSS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KSS Stock Details KSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,045	Closed	-$240K	–	478
2019 Q2	$240K	Buy	5,045 +443	+10%	+$26.7K	0.02%	401
2019 Q1	$316K	Buy	4,602 +223	+5%	+$15.1K	0.02%	342
2018 Q4	$290K	Sell	4,379 -49	-1%	-$3.44K	0.03%	331
2018 Q3	$330K	Buy	4,428 +45	+1%	+$3.4K	0.03%	335
2018 Q2	$319K	Buy	4,383 +545	+14%	+$36.3K	0.03%	341
2018 Q1	$251K	Buy	3,838 +115	+3%	+$7.3K	0.02%	403
2017 Q4	$202K	Sell	3,723 -320	-8%	-$14.7K	0.02%	485
2017 Q3	$185K	Sell	4,043 -362	-8%	-$14.8K	0.02%	502
2017 Q2	$170K	Sell	4,405 -196	-4%	-$7.51K	0.02%	509
2017 Q1	$183K	Sell	4,601 -135	-3%	-$5.51K	0.03%	421
2016 Q4	$234K	Sell	4,736 -572	-11%	-$28.3K	0.04%	327
2016 Q3	$232K	Buy	5,308 +1,019	+24%	+$42.7K	0.04%	335
2016 Q2	$163K	Buy	4,289 +1,102	+35%	+$43.8K	0.03%	418
2016 Q1	$149K	Buy	3,187 +15	+0.5%	+$704	0.03%	426
2015 Q4	$151K	Buy	+3,172	New	+$147K	0.03%	438

Other funds holding KSS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return