Buckley Wealth Management’s Campbell Soup CPB Stock Holding History

Buckley Wealth Management’s Portfolio CPB Stock Details CPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,700	Closed	-$1.55M	–	103
2023 Q3	$1.55M	Sell	37,700 -1,500	-4%	-$65.6K	0.58%	32
2023 Q2	$1.79M	Sell	39,200 -650	-2%	-$33.5K	0.61%	31
2023 Q1	$2.19M	Sell	39,850 -1,000	-2%	-$53.1K	0.81%	26
2022 Q4	$2.32M	Sell	40,850 -200	-0.5%	-$10.5K	0.84%	26
2022 Q3	$1.93M	Sell	41,050 -8,000	-16%	-$392K	0.71%	30
2022 Q2	$2.36M	Sell	49,050 -750	-2%	-$35.3K	0.76%	28
2022 Q1	$2.22M	Buy	49,800 +600	+1%	+$26.5K	0.6%	33
2021 Q4	$2.14M	Buy	+49,200	New	+$2.05M	0.62%	31

Other funds holding CPB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckley Wealth Management's CPB Position: Q4 2023 in Review

Buckley Wealth Management sold out of Campbell Soup (CPB) in Q4 2023, closing a stake of 37,700 shares — an estimated $1.55M sold.

Buckley Wealth Management first reported a position in CPB in Q4 2021 and held it in 8 quarters. The position peaked at $2.36M in Q2 2022. 623 funds tracked by Wall St. Rank hold CPB as of Q4 2023.

Buckley Wealth Management reported no remaining Campbell Soup position as of Q4 2023 after selling out during the quarter.
Buckley Wealth Management sold 37,700 Campbell Soup shares in Q4 2023, an estimated $1.55M.
Buckley Wealth Management first reported a position in Campbell Soup in Q4 2021 and held it in 8 quarters.
Buckley Wealth Management's Campbell Soup position peaked at $2.36M in Q2 2022.
623 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2023.

Based on Buckley Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.