Advocacy Wealth Management Services’s The Kraft Heinz Company KHC Stock Holding History

Advocacy Wealth Management Services’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
2021 Q3	–	Sell	-870	Closed	-$35K	–	190
2021 Q2	$35K	Buy	+870	New	+$36.6K	0.01%	82
2019 Q3	–	Sell	-126	Closed	-$4K	–	164
2019 Q2	$4K	Hold	126	–	–	﹤0.01%	153
2019 Q1	$4K	Hold	126	–	–	﹤0.01%	114
2018 Q4	$5K	Hold	126	–	–	﹤0.01%	138
2018 Q3	$7K	Hold	126	–	–	﹤0.01%	149
2018 Q2	$8K	Hold	126	–	–	0.01%	142
2018 Q1	$8K	Hold	126	–	–	0.01%	161
2017 Q4	$10K	Hold	126	–	–	0.01%	156
2017 Q3	$10K	Hold	126	–	–	﹤0.01%	192
2017 Q2	$11K	Sell	126 -13	-9%	-$1.18K	﹤0.01%	182
2017 Q1	$13K	Buy	+139	New	+$12.5K	﹤0.01%	179
2016 Q4	–	Sell	-139	Closed	-$12K	–	350
2016 Q3	$12K	Hold	139	–	–	﹤0.01%	253
2016 Q2	$12K	Hold	139	–	–	0.01%	287
2016 Q1	$11K	Hold	139	–	–	0.01%	342
2015 Q4	$10K	Buy	+139	New	+$10.3K	0.01%	346

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advocacy Wealth Management Services's KHC Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of The Kraft Heinz Company (KHC) in Q3 2021, closing a stake of 870 shares — an estimated $35K sold.

Advocacy Wealth Management Services first reported a position in KHC in Q4 2015 and held it in 15 quarters. The position peaked at $35K in Q2 2021. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

Advocacy Wealth Management Services reported no remaining The Kraft Heinz Company position as of Q3 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 870 The Kraft Heinz Company shares in Q3 2021, an estimated $35K.
Advocacy Wealth Management Services first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 15 quarters.
Advocacy Wealth Management Services's The Kraft Heinz Company position peaked at $35K in Q2 2021.
988 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.