AFWM
K

Abich Financial Wealth Management’s Kellanova K Stock Holding History

Abich Financial Wealth Management’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.66K Sell
33
-2,225
-99% -$158K 0.01% 317
2024
Q2 		$130K Buy
2,258
+455
+25% +$26.8K 0.09% 78
2024
Q1 		$103K Buy
+1,803
New +$99.3K 0.08% 84

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Abich Financial Wealth Management's K Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Kellanova (K) stake by 99% in Q3 2024, selling an estimated $158K and leaving 33 shares worth $2.66K. The position accounts for 0.01% of the portfolio, ranked #317.

Abich Financial Wealth Management first reported a position in K in Q1 2024 and has held it in 3 quarters since. The position peaked at $130K in Q2 2024. 918 funds tracked by Wall St. Rank hold K as of Q3 2024.

  • Abich Financial Wealth Management held 33 shares of Kellanova worth $2.66K as of Q3 2024.
  • Abich Financial Wealth Management sold 2,225 Kellanova shares in Q3 2024, an estimated $158K.
  • Kellanova made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #317 holding.
  • Abich Financial Wealth Management first reported a position in Kellanova in Q1 2024 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Kellanova position peaked at $130K in Q2 2024.
  • 918 funds tracked by Wall St. Rank held Kellanova as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.