Aevitas Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-624
Closed -$17K 221
2019
Q1
$17K Hold
624
0.02% 271
2018
Q4
$16K Sell
624
-782
-56% -$19.9K 0.02% 266
2018
Q3
$33K Hold
1,406
0.03% 233
2018
Q2
$172K Hold
1,406
0.17% 109
2018
Q1
$166K Hold
1,406
0.17% 109
2017
Q4
$136K Buy
+1,406
New +$126K 0.13% 119

Other funds holding KDP

Aevitas Wealth Management's KDP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2019, closing a stake of 624 shares — an estimated $17K sold.

Aevitas Wealth Management first reported a position in KDP in Q4 2017 and held it in 6 quarters. The position peaked at $172K in Q2 2018. 334 funds tracked by Wall St. Rank hold KDP as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 624 Keurig Dr Pepper shares in Q2 2019, an estimated $17K.
  • Aevitas Wealth Management first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Keurig Dr Pepper position peaked at $172K in Q2 2018.
  • 334 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.