CWM
K

Cedar Wealth Management’s Kellanova K Stock Holding History

Cedar Wealth Management’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
2024
Q1 		– Sell
-83
Closed -$4.64K – 350
2023
Q4 		$4.64K Sell
83
-5
-6% -$261 ﹤0.01% 244
2023
Q3 		$4.94K Hold
88
– – ﹤0.01% 248
2023
Q2 		$5.59K Hold
88
– – ﹤0.01% 251
2023
Q1 		$5.56K Hold
88
– – ﹤0.01% 244
2022
Q4 		$5.91K Hold
88
– – ﹤0.01% 241
2022
Q3 		$6K Hold
88
– – ﹤0.01% 270
2022
Q2 		$6K Hold
88
– – ﹤0.01% 282
2022
Q1 		$5K Hold
88
– – ﹤0.01% 321
2021
Q4 		$5K Buy
+88
New +$5.19K ﹤0.01% 315

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cedar Wealth Management's K Position: Q1 2024 in Review

Cedar Wealth Management sold out of Kellanova (K) in Q1 2024, closing a stake of 83 shares — an estimated $4.64K sold.

Cedar Wealth Management first reported a position in K in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q3 2022. 838 funds tracked by Wall St. Rank hold K as of Q1 2024.

  • Cedar Wealth Management reported no remaining Kellanova position as of Q1 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 83 Kellanova shares in Q1 2024, an estimated $4.64K.
  • Cedar Wealth Management first reported a position in Kellanova in Q4 2021 and held it in 9 quarters.
  • Cedar Wealth Management's Kellanova position peaked at $6K in Q3 2022.
  • 838 funds tracked by Wall St. Rank held Kellanova as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.