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WR Wealth Planners’s Kirby Corp KEX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$52.9K Hold
500
– – 0.02% 316
2024
Q3 		$61.2K Hold
500
– – 0.02% 315
2024
Q2 		$59.9K Hold
500
– – 0.02% 309
2024
Q1 		$47.7K Buy
+500
New +$42.2K 0.01% 341
2023
Q4 		– Sell
-500
Closed -$41.4K – 546
2023
Q3 		$41.4K Hold
500
– – 0.02% 341
2023
Q2 		$38.5K Hold
500
– – 0.01% 348
2023
Q1 		$34.9K Buy
+500
New +$34.4K 0.02% 367

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's KEX Position: Q4 2024 in Review

WR Wealth Planners held its Kirby Corp (KEX) position steady in Q4 2024 at 500 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #316.

WR Wealth Planners first reported a position in KEX in Q1 2023 and has held it in 7 quarters since. The position peaked at $61.2K in Q3 2024. 430 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • WR Wealth Planners held 500 shares of Kirby Corp worth $52.9K as of Q4 2024.
  • WR Wealth Planners left its Kirby Corp share count unchanged in Q4 2024.
  • Kirby Corp made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #316 holding.
  • WR Wealth Planners first reported a position in Kirby Corp in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Kirby Corp position peaked at $61.2K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.