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Avantax Planning Partners’s Kraft Heinz KHC Stock Holding History

Avantax Planning Partners’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,618
Closed -$269K – 385
2022
Q4 		$269K Buy
6,618
+204
+3% +$7.75K 0.01% 312
2022
Q3 		$214K Sell
6,414
-312
-5% -$11.6K 0.01% 319
2022
Q2 		$257K Buy
6,726
+458
+7% +$18.3K 0.01% 292
2022
Q1 		$247K Sell
6,268
-19
-0.3% -$712 0.01% 313
2021
Q4 		$226K Buy
6,287
+22
+0.4% +$791 0.01% 318
2021
Q3 		$231K Sell
6,265
-34
-0.5% -$1.28K 0.01% 296
2021
Q2 		$257K Buy
6,299
+439
+7% +$18.5K 0.01% 279
2021
Q1 		$234K Sell
5,860
-624
-10% -$22.5K 0.01% 276
2020
Q4 		$225K Sell
6,484
-1,225
-16% -$39.8K 0.01% 261
2020
Q3 		$231K Buy
7,709
+259
+3% +$8.62K 0.01% 261
2020
Q2 		$238K Buy
+7,450
New +$224K 0.01% 244
2019
Q1 		– Sell
-8,093
Closed -$348K – 303
2018
Q4 		$348K Sell
8,093
-3,780
-32% -$196K 0.03% 177
2018
Q3 		$654K Buy
11,873
+1,167
+11% +$69.7K 0.05% 120
2018
Q2 		$673K Buy
10,706
+673
+7% +$39.9K 0.06% 107
2018
Q1 		$625K Buy
10,033
+7,450
+288% +$533K 0.05% 154
2017
Q4 		$201K Sell
2,583
-540
-17% -$42.4K 0.02% 296
2017
Q3 		$242K Buy
3,123
+149
+5% +$12.5K 0.02% 328
2017
Q2 		$255K Buy
2,974
+545
+22% +$49.4K 0.02% 285
2017
Q1 		$221K Sell
2,429
-17
-0.7% -$1.53K 0.02% 302
2016
Q4 		$214K Buy
+2,446
New +$209K 0.02% 286

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's KHC Position: Q1 2023 in Review

Avantax Planning Partners sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 6,618 shares — an estimated $269K sold.

Avantax Planning Partners first reported a position in KHC in Q4 2016 and held it in 20 quarters. The position peaked at $673K in Q2 2018. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • Avantax Planning Partners reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 6,618 Kraft Heinz shares in Q1 2023, an estimated $269K.
  • Avantax Planning Partners first reported a position in Kraft Heinz in Q4 2016 and held it in 20 quarters.
  • Avantax Planning Partners's Kraft Heinz position peaked at $673K in Q2 2018.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.