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WR Wealth Planners’s Kohl's KSS Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-637
Closed -$18.6K – 1192
2024
Q1 		$18.6K Buy
+637
New +$17.1K 0.01% 466
2023
Q4 		– Sell
-577
Closed -$12.1K – 553
2023
Q3 		$12.1K Buy
577
+13
+2% +$328 ﹤0.01% 512
2023
Q2 		$13K Buy
564
+13
+2% +$281 0.01% 502
2023
Q1 		$13K Buy
551
+12
+2% +$338 0.01% 492
2022
Q4 		$13.6K Buy
539
+11
+2% +$312 0.01% 242
2022
Q3 		$13.3K Buy
528
+9
+2% +$263 0.01% 234
2022
Q2 		$18.5K Buy
519
+6
+1% +$294 0.01% 235
2022
Q1 		$31K Buy
+513
New +$29K 0.02% 199

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

WR Wealth Planners's KSS Position: Q2 2024 in Review

WR Wealth Planners sold out of Kohl's (KSS) in Q2 2024, closing a stake of 637 shares — an estimated $18.6K sold.

WR Wealth Planners first reported a position in KSS in Q1 2022 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 369 funds tracked by Wall St. Rank hold KSS as of Q2 2024.

  • WR Wealth Planners reported no remaining Kohl's position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 637 Kohl's shares in Q2 2024, an estimated $18.6K.
  • WR Wealth Planners first reported a position in Kohl's in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's Kohl's position peaked at $31K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Kohl's as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.