Burt Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Burt Wealth Advisors’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
2020 Q1	–	Sell	-75	Closed	-$2K	–	414
2019 Q4	$2K	Buy	+75	New	+$2.27K	﹤0.01%	320
2019 Q3	–	Sell	-34	Closed	-$1K	–	344
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	332
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	346
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	344
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	355
2018 Q2	$2K	Hold	34	–	–	﹤0.01%	344
2018 Q1	$2K	Sell	34 -35	-51%	-$2.51K	﹤0.01%	351
2017 Q4	$5K	Hold	69	–	–	﹤0.01%	306
2017 Q3	$5K	Hold	69	–	–	﹤0.01%	298
2017 Q2	$5K	Hold	69	–	–	﹤0.01%	334
2017 Q1	$6K	Sell	69 -70	-50%	-$6.31K	﹤0.01%	289
2016 Q4	$12K	Hold	139	–	–	0.01%	268
2016 Q3	$12K	Sell	139 -69	-33%	-$6.11K	0.01%	254
2016 Q2	$18K	Hold	208	–	–	0.02%	228
2016 Q1	$16K	Buy	+208	New	+$15.6K	0.01%	275

Other funds holding KHC

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Burt Wealth Advisors's KHC Position: Q1 2020 in Review

Burt Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2020, closing a stake of 75 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in KHC in Q1 2016 and held it in 15 quarters. The position peaked at $18K in Q2 2016. 842 funds tracked by Wall St. Rank hold KHC as of Q1 2020.

Burt Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 75 The Kraft Heinz Company shares in Q1 2020, an estimated $2K.
Burt Wealth Advisors first reported a position in The Kraft Heinz Company in Q1 2016 and held it in 15 quarters.
Burt Wealth Advisors's The Kraft Heinz Company position peaked at $18K in Q2 2016.
842 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.