APP
K

Avantax Planning Partners’s Kellanova K Stock Holding History

Avantax Planning Partners’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
2023
Q3 		– Sell
-4,060
Closed -$257K – 380
2023
Q2 		$257K Buy
+4,060
New +$259K 0.01% 322
2018
Q4 		– Sell
-1,533
Closed -$101K – 768
2018
Q3 		$101K Buy
+1,533
New +$103K 0.01% 346
2018
Q2 		– Sell
-1,607
Closed -$98K – 874
2018
Q1 		$98K Buy
+1,607
New +$101K 0.01% 408

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's K Position: Q3 2023 in Review

Avantax Planning Partners sold out of Kellanova (K) in Q3 2023, closing a stake of 4,060 shares — an estimated $257K sold.

Avantax Planning Partners first reported a position in K in Q1 2018 and held it in 3 quarters. The position peaked at $257K in Q2 2023. 873 funds tracked by Wall St. Rank hold K as of Q3 2023.

  • Avantax Planning Partners reported no remaining Kellanova position as of Q3 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 4,060 Kellanova shares in Q3 2023, an estimated $257K.
  • Avantax Planning Partners first reported a position in Kellanova in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Kellanova position peaked at $257K in Q2 2023.
  • 873 funds tracked by Wall St. Rank held Kellanova as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.