BSW Wealth Partners’s Kroger KR Stock Holding History

BSW Wealth Partners’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 Q2	–	Sell	-6,217	Closed	-$224K	–	250
2021 Q1	$224K	Buy	+6,217	New	+$212K	0.06%	194

Other funds holding KR

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BSW Wealth Partners's KR Position: Q2 2021 in Review

BSW Wealth Partners sold out of Kroger (KR) in Q2 2021, closing a stake of 6,217 shares — an estimated $224K sold.

BSW Wealth Partners first reported a position in KR in Q1 2021 and held it in 1 quarter. The position peaked at $224K in Q1 2021. 925 funds tracked by Wall St. Rank hold KR as of Q2 2021.

BSW Wealth Partners reported no remaining Kroger position as of Q2 2021 after selling out during the quarter.
BSW Wealth Partners sold 6,217 Kroger shares in Q2 2021, an estimated $224K.
BSW Wealth Partners first reported a position in Kroger in Q1 2021 and held it in 1 quarter.
BSW Wealth Partners's Kroger position peaked at $224K in Q1 2021.
925 funds tracked by Wall St. Rank held Kroger as of Q2 2021.

Based on BSW Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.