Amplius Wealth Advisors’s Kroger KR Stock Holding History

Amplius Wealth Advisors’s Portfolio KR Stock Details KR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-845	Closed	-$38K	–	566
2021 Q4	$38K	Buy	+845	New	+$35.5K	0.01%	374

Other funds holding KR

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amplius Wealth Advisors's KR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Kroger (KR) in Q1 2022, closing a stake of 845 shares — an estimated $38K sold.

Amplius Wealth Advisors first reported a position in KR in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold KR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Kroger position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 845 Kroger shares in Q1 2022, an estimated $38K.
Amplius Wealth Advisors first reported a position in Kroger in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Kroger position peaked at $38K in Q4 2021.
1,068 funds tracked by Wall St. Rank held Kroger as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.