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Your Advocates Ltd’s KB Financial Group KB Stock Holding History

Your Advocates Ltd’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40
Closed -$1.66K – 243
2023
Q4 		$1.66K Hold
40
– – ﹤0.01% 181
2023
Q3 		$1.64K Hold
40
– – ﹤0.01% 214
2023
Q2 		$1.46K Hold
40
– – ﹤0.01% 222
2023
Q1 		$1.46K Hold
40
– – ﹤0.01% 185
2022
Q4 		$1.55K Hold
40
– – ﹤0.01% 169
2022
Q3 		$1K Hold
40
– – ﹤0.01% 174
2022
Q2 		$1K Hold
40
– – ﹤0.01% 185
2022
Q1 		$2K Hold
40
– – ﹤0.01% 180
2021
Q4 		$2K Hold
40
– – ﹤0.01% 169
2021
Q3 		$2K Buy
+40
New +$1.81K ﹤0.01% 174

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Your Advocates Ltd's KB Position: Q1 2024 in Review

Your Advocates Ltd sold out of KB Financial Group (KB) in Q1 2024, closing a stake of 40 shares — an estimated $1.66K sold.

Your Advocates Ltd first reported a position in KB in Q3 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 225 funds tracked by Wall St. Rank hold KB as of Q1 2024.

  • Your Advocates Ltd reported no remaining KB Financial Group position as of Q1 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 40 KB Financial Group shares in Q1 2024, an estimated $1.66K.
  • Your Advocates Ltd first reported a position in KB Financial Group in Q3 2021 and held it in 10 quarters.
  • Your Advocates Ltd's KB Financial Group position peaked at $2K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.