Castle Financial & Retirement Planning Associates’s Kellanova K Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Buy	+49	New	+$2.89K	0.01%	151

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's K Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Kellanova (K) in Q4 2021: 49 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings.

880 funds tracked by Wall St. Rank hold K as of Q4 2021.

Castle Financial & Retirement Planning Associates held 49 shares of Kellanova worth $3K as of Q4 2021.
Kellanova was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Kellanova made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #151 holding.
880 funds tracked by Wall St. Rank held Kellanova as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.