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Arete Wealth Advisors’s Kroger KR Stock Holding History

Arete 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
2020
Q2 		– Sell
-7,238
Closed -$218K – 391
2020
Q1 		$218K Buy
7,238
+10
+0.1% +$293 0.04% 289
2019
Q4 		$210K Buy
+7,228
New +$192K 0.04% 363
2019
Q2 		– Sell
-19,698
Closed -$485K – 410
2019
Q1 		$485K Sell
19,698
-3,713
-16% -$102K 0.1% 211
2018
Q4 		$644K Buy
23,411
+1,922
+9% +$55.8K 0.16% 163
2018
Q3 		$626K Buy
21,489
+4
+0% +$119 0.14% 164
2018
Q2 		$611K Buy
21,485
+4
+0% +$101 0.15% 164
2018
Q1 		$514K Buy
21,481
+4
+0% +$109 0.17% 160
2017
Q4 		$590K Buy
+21,477
New +$500K 0.19% 146

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's KR Position: Q2 2020 in Review

Arete Wealth Advisors sold out of Kroger (KR) in Q2 2020, closing a stake of 7,238 shares — an estimated $218K sold.

Arete Wealth Advisors first reported a position in KR in Q4 2017 and held it in 8 quarters. The position peaked at $644K in Q4 2018. 864 funds tracked by Wall St. Rank hold KR as of Q2 2020.

  • Arete Wealth Advisors reported no remaining Kroger position as of Q2 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,238 Kroger shares in Q2 2020, an estimated $218K.
  • Arete Wealth Advisors first reported a position in Kroger in Q4 2017 and held it in 8 quarters.
  • Arete Wealth Advisors's Kroger position peaked at $644K in Q4 2018.
  • 864 funds tracked by Wall St. Rank held Kroger as of Q2 2020.

Based on Arete Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.