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Klx Energy Services Holdings shares owned by UMA Financial Services

Quarter-by-quarter ownership of Klx Energy Services Holdings (KLXE) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Klx Energy Services Holdings

Tip: Access up to 7 years of quarterly data

All positions including Klx Energy Services Holdings held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Klx Energy Services Holdings by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $984 281 3.50

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Klx Energy Services Holdings

Jeffrey L. Gendell
CastleKnight Management
Vanguard Group
BlackRock
Geode Capital Management
Renaissance Technologies
Absolute Investment Management
Bridgeway Capital Management
State Street Corporation
American Century Companies
Citadel Advisors
XTX Topco
Northern Trust
GAMCO Asset Management
Susquehanna International

View all funds holding Klx Energy Services Holdings