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CFM Wealth Partners’s Kenvue KVUE Stock Holding History

CFM Wealth Partners’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
Q1 		– Sell
-25,369
Closed -$546K – 157
2023
Q4 		$546K Sell
25,369
-20,086
-44% -$402K 0.12% 105
2023
Q3 		$913K Buy
+45,455
New +$1.05M 0.24% 69

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFM Wealth Partners's KVUE Position: Q1 2024 in Review

CFM Wealth Partners sold out of Kenvue (KVUE) in Q1 2024, closing a stake of 25,369 shares — an estimated $546K sold.

CFM Wealth Partners first reported a position in KVUE in Q3 2023 and held it in 2 quarters. The position peaked at $913K in Q3 2023. 963 funds tracked by Wall St. Rank hold KVUE as of Q1 2024.

  • CFM Wealth Partners reported no remaining Kenvue position as of Q1 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 25,369 Kenvue shares in Q1 2024, an estimated $546K.
  • CFM Wealth Partners first reported a position in Kenvue in Q3 2023 and held it in 2 quarters.
  • CFM Wealth Partners's Kenvue position peaked at $913K in Q3 2023.
  • 963 funds tracked by Wall St. Rank held Kenvue as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.