Certified Advisory Corp’s Kroger KR Stock Holding History

Certified Advisory Corp’s Portfolio KR Stock Details KR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,556	Closed	-$251K	–	258
2021 Q4	$251K	Sell	5,556 -8,043	-59%	-$338K	0.06%	196
2021 Q3	$550K	Sell	13,599 -9,245	-40%	-$388K	0.13%	149
2021 Q2	$875K	Sell	22,844 -697	-3%	-$26.2K	0.22%	107
2021 Q1	$847K	Buy	+23,541	New	+$804K	0.22%	100
2020 Q2	$895K	Sell	26,433 -2,799	-10%	-$90.8K	0.3%	85
2020 Q1	$880K	Sell	29,232 -237	-0.8%	-$6.96K	0.35%	70
2019 Q4	$854K	Buy	29,469 +13	+0%	+$345	0.27%	89
2019 Q3	$759K	Buy	29,456 +316	+1%	+$7.35K	0.26%	86
2019 Q2	$633K	Buy	29,140 +1,014	+4%	+$24.7K	0.24%	91
2019 Q1	$692K	Sell	28,126 -490	-2%	-$13.4K	0.29%	81
2018 Q4	$787K	Sell	28,616 -394	-1%	-$11.4K	0.41%	67
2018 Q3	$844K	Sell	29,010 -188	-0.6%	-$5.59K	0.39%	65
2018 Q2	$831K	Buy	29,198 +13	+0%	+$327	0.46%	59
2018 Q1	$698K	Buy	29,185 +27,185	+1,359%	+$738K	0.41%	67
2017 Q4	$54K	Buy	+2,000	New	+$46.6K	0.04%	227

Other funds holding KR

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Certified Advisory Corp's KR Position: Q1 2022 in Review

Certified Advisory Corp sold out of Kroger (KR) in Q1 2022, closing a stake of 5,556 shares — an estimated $251K sold.

Certified Advisory Corp first reported a position in KR in Q4 2017 and held it in 15 quarters. The position peaked at $895K in Q2 2020. 1,068 funds tracked by Wall St. Rank hold KR as of Q1 2022.

Certified Advisory Corp reported no remaining Kroger position as of Q1 2022 after selling out during the quarter.
Certified Advisory Corp sold 5,556 Kroger shares in Q1 2022, an estimated $251K.
Certified Advisory Corp first reported a position in Kroger in Q4 2017 and held it in 15 quarters.
Certified Advisory Corp's Kroger position peaked at $895K in Q2 2020.
1,068 funds tracked by Wall St. Rank held Kroger as of Q1 2022.

Based on Certified Advisory Corp's 13F filing for Q1 2022, filed 13 May 2022.