WR Wealth Planners’s Kontoor Brands KTB Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-21	Closed	-$1.02K	–	940
2023 Q1	$1.02K	Buy	+21	New	+$995	﹤0.01%	834

Other funds holding KTB

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WR Wealth Planners's KTB Position: Q2 2023 in Review

WR Wealth Planners sold out of Kontoor Brands (KTB) in Q2 2023, closing a stake of 21 shares — an estimated $1.02K sold.

WR Wealth Planners first reported a position in KTB in Q1 2023 and held it in 1 quarter. The position peaked at $1.02K in Q1 2023. 300 funds tracked by Wall St. Rank hold KTB as of Q2 2023.

WR Wealth Planners reported no remaining Kontoor Brands position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 21 Kontoor Brands shares in Q2 2023, an estimated $1.02K.
WR Wealth Planners first reported a position in Kontoor Brands in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Kontoor Brands position peaked at $1.02K in Q1 2023.
300 funds tracked by Wall St. Rank held Kontoor Brands as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.