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Capital Asset Advisory Services’s Kraft Heinz KHC Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-73
Closed -$3K – 1099
2020
Q4 		$3K Buy
+73
New +$2.37K ﹤0.01% 1380

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Invesco
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Capital Research Global Investors
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Capital International Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's KHC Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Kraft Heinz (KHC) in Q1 2021, closing a stake of 73 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in KHC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Kraft Heinz position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 73 Kraft Heinz shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in Kraft Heinz in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Kraft Heinz position peaked at $3K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.