CWA
K

Clearview Wealth Advisors’s Kellanova K Stock Holding History

Clearview Wealth Advisors’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 		– Sell
-426
Closed -$26K – 718
2021
Q3 		$26K Hold
426
– – 0.02% 305
2021
Q2 		$26K Hold
426
– – 0.02% 310
2021
Q1 		$25K Hold
426
– – 0.02% 309
2020
Q4 		$25K Buy
+426
New +$25.6K 0.02% 277

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's K Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Kellanova (K) in Q4 2021, closing a stake of 426 shares — an estimated $26K sold.

Clearview Wealth Advisors first reported a position in K in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q3 2021. 879 funds tracked by Wall St. Rank hold K as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Kellanova position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 426 Kellanova shares in Q4 2021, an estimated $26K.
  • Clearview Wealth Advisors first reported a position in Kellanova in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Kellanova position peaked at $26K in Q3 2021.
  • 879 funds tracked by Wall St. Rank held Kellanova as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.