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West Financial Advisors’s Kontoor Brands KTB Stock Holding History

West Financial Advisors’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$352 – 186
2023
Q3 		$352 Hold
8
– – ﹤0.01% 199
2023
Q2 		$337 Buy
+8
New +$344 ﹤0.01% 179

Other funds holding KTB

PNC Financial Services Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Financial Advisors's KTB Position: Q4 2023 in Review

West Financial Advisors sold out of Kontoor Brands (KTB) in Q4 2023, closing a stake of 8 shares — an estimated $352 sold.

West Financial Advisors first reported a position in KTB in Q2 2023 and held it in 2 quarters. The position peaked at $352 in Q3 2023. 322 funds tracked by Wall St. Rank hold KTB as of Q4 2023.

  • West Financial Advisors reported no remaining Kontoor Brands position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 8 Kontoor Brands shares in Q4 2023, an estimated $352.
  • West Financial Advisors first reported a position in Kontoor Brands in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's Kontoor Brands position peaked at $352 in Q3 2023.
  • 322 funds tracked by Wall St. Rank held Kontoor Brands as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.