Arkadios Wealth Advisors’s Kellanova K Stock Holding History

Arkadios Wealth Advisors’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,147	Closed	-$68K	–	1217
2021 Q3	$68K	Sell	1,147 -194	-14%	-$11.6K	0.01%	789
2021 Q2	$81K	Sell	1,341 -211	-14%	-$12.8K	0.01%	788
2021 Q1	$92K	Buy	1,552 +648	+72%	+$36.2K	0.02%	553
2020 Q4	$52K	Buy	904 +665	+278%	+$40K	0.01%	551
2020 Q3	$15K	Sell	239 -2	-0.8%	-$127	0.01%	659
2020 Q2	$15.5K	Sell	241 -24	-9%	-$1.45K	0.01%	599
2020 Q1	$14.9K	Sell	265 -46	-15%	-$2.82K	0.01%	551
2019 Q4	$19.6K	Buy	+311	New	+$18.8K	0.01%	460

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's K Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Kellanova (K) in Q4 2021, closing a stake of 1,147 shares — an estimated $68K sold.

Arkadios Wealth Advisors first reported a position in K in Q4 2019 and held it in 8 quarters. The position peaked at $92K in Q1 2021. 880 funds tracked by Wall St. Rank hold K as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Kellanova position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,147 Kellanova shares in Q4 2021, an estimated $68K.
Arkadios Wealth Advisors first reported a position in Kellanova in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Kellanova position peaked at $92K in Q1 2021.
880 funds tracked by Wall St. Rank held Kellanova as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.