Wipfli Financial Advisors’s Kirby Corp KEX Stock Holding History

Wipfli Financial Advisors’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$28K	Buy	+454	New	+$29.1K	﹤0.01%	1411

Other funds holding KEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wipfli Financial Advisors's KEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Kirby Corp (KEX) in Q3 2022: 454 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

260 funds tracked by Wall St. Rank hold KEX as of Q3 2022.

Wipfli Financial Advisors held 454 shares of Kirby Corp worth $28K as of Q3 2022.
Kirby Corp was a new Wipfli Financial Advisors position in Q3 2022.
Kirby Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1411 holding.
260 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.