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WealthStone’s KB Financial Group KB Stock Holding History

WealthStone’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
Q1 		$324K Buy
6,569
+877
+15% +$36.5K 0.11% 138
2020
Q4 		$225K Buy
+5,692
New +$223K 0.08% 188
2019
Q3 		– Sell
-69
Closed -$2.72K – 333
2019
Q2 		$2.72K Buy
+69
New +$2.69K ﹤0.01% 468

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

WealthStone's KB Position: Q1 2021 in Review

WealthStone increased its KB Financial Group (KB) stake by 15% in Q1 2021, buying an estimated $36.5K and bringing the position to 6,569 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #138.

WealthStone first reported a position in KB in Q2 2019 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold KB as of Q1 2021.

  • WealthStone held 6,569 shares of KB Financial Group worth $324K as of Q1 2021.
  • WealthStone bought 877 KB Financial Group shares in Q1 2021, an estimated $36.5K.
  • KB Financial Group made up 0.11% of WealthStone's portfolio in Q1 2021, its #138 holding.
  • WealthStone first reported a position in KB Financial Group in Q2 2019 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.