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

AllSquare 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
2020 Q4	–	Sell	-136	Closed	-$4K	–	473
2020 Q3	$4K	Hold	136	–	–	﹤0.01%	397
2020 Q2	$4K	Hold	136	–	–	﹤0.01%	400
2020 Q1	$3K	Hold	136	–	–	﹤0.01%	388
2019 Q4	$4K	Hold	136	–	–	﹤0.01%	385
2019 Q3	$4K	Hold	136	–	–	﹤0.01%	388
2019 Q2	$4K	Hold	136	–	–	﹤0.01%	402
2019 Q1	$4K	Sell	136 -25	-16%	-$1.02K	﹤0.01%	404
2018 Q4	$7K	Hold	161	–	–	0.01%	353
2018 Q3	$9K	Buy	161 +2	+1%	+$120	0.01%	350
2018 Q2	$10K	Buy	159 +136	+591%	+$8.07K	0.01%	341
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	385
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	358
2017 Q3	$2K	Buy	+23	New	+$1.92K	﹤0.01%	339
2017 Q2	–	Sell	-23	Closed	-$2K	–	298
2017 Q1	$2K	Hold	23	–	–	﹤0.01%	335
2016 Q4	$2K	Hold	23	–	–	﹤0.01%	310
2016 Q3	$2K	Hold	23	–	–	﹤0.01%	291
2016 Q2	$2K	Hold	23	–	–	﹤0.01%	278
2016 Q1	$2K	Hold	23	–	–	﹤0.01%	281
2015 Q4	$2K	Buy	+23	New	+$1.7K	﹤0.01%	278

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 $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AllSquare Wealth Management's KHC Position: Q4 2020 in Review

AllSquare Wealth Management sold out of The Kraft Heinz Company (KHC) in Q4 2020, closing a stake of 136 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in KHC in Q4 2015 and held it in 19 quarters. The position peaked at $10K in Q2 2018. 983 funds tracked by Wall St. Rank hold KHC as of Q4 2020.

AllSquare Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 136 The Kraft Heinz Company shares in Q4 2020, an estimated $4K.
AllSquare Wealth Management first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 19 quarters.
AllSquare Wealth Management's The Kraft Heinz Company position peaked at $10K in Q2 2018.
983 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.