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Center for Financial Planning’s Kenvue KVUE Stock Holding History

Center for Financial Planning’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-56
Closed -$1.2K – 610
2024
Q1 		$1.2K Buy
+56
New +$1.14K ﹤0.01% 548

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's KVUE Position: Q2 2024 in Review

Center for Financial Planning sold out of Kenvue (KVUE) in Q2 2024, closing a stake of 56 shares — an estimated $1.2K sold.

Center for Financial Planning first reported a position in KVUE in Q1 2024 and held it in 1 quarter. The position peaked at $1.2K in Q1 2024. 995 funds tracked by Wall St. Rank hold KVUE as of Q2 2024.

  • Center for Financial Planning reported no remaining Kenvue position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 56 Kenvue shares in Q2 2024, an estimated $1.2K.
  • Center for Financial Planning first reported a position in Kenvue in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Kenvue position peaked at $1.2K in Q1 2024.
  • 995 funds tracked by Wall St. Rank held Kenvue as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.