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Atlas Private Wealth Management’s Kroger KR Stock Holding History

Atlas Private Wealth Management’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
2021
Q1 		– Sell
-100
Closed -$3K – 424
2020
Q4 		$3K Hold
100
– – ﹤0.01% 346
2020
Q3 		$3K Hold
100
– – ﹤0.01% 365
2020
Q2 		$3K Sell
100
-1,000
-91% -$32.4K ﹤0.01% 409
2020
Q1 		$33K Buy
1,100
+960
+686% +$28.2K 0.03% 206
2019
Q4 		$4K Buy
+140
New +$3.71K ﹤0.01% 405

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atlas Private Wealth Management's KR Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of Kroger (KR) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Atlas Private Wealth Management first reported a position in KR in Q4 2019 and held it in 5 quarters. The position peaked at $33K in Q1 2020. 910 funds tracked by Wall St. Rank hold KR as of Q1 2021.

  • Atlas Private Wealth Management reported no remaining Kroger position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 100 Kroger shares in Q1 2021, an estimated $3K.
  • Atlas Private Wealth Management first reported a position in Kroger in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's Kroger position peaked at $33K in Q1 2020.
  • 910 funds tracked by Wall St. Rank held Kroger as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.