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Accurate Wealth Management’s Kraft Heinz KHC Stock Holding History

Accurate Wealth Management’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,169
Closed -$134K – 870
2022
Q4 		$134K Buy
+3,169
New +$120K 0.05% 260

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's KHC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 3,169 shares — an estimated $134K sold.

Accurate Wealth Management first reported a position in KHC in Q4 2022 and held it in 1 quarter. The position peaked at $134K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 3,169 Kraft Heinz shares in Q1 2023, an estimated $134K.
  • Accurate Wealth Management first reported a position in Kraft Heinz in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Kraft Heinz position peaked at $134K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.