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Clearview Wealth Advisors’s Kroger KR Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-51
Closed -$2.4K – 389
2023
Q2 		$2.4K Buy
51
+30
+143% +$1.43K ﹤0.01% 508
2023
Q1 		$1.04K Buy
+21
New +$960 ﹤0.01% 578
2022
Q4 		– Sell
-30
Closed -$1K – 644
2022
Q3 		$1K Hold
30
– – ﹤0.01% 533
2022
Q2 		$1K Buy
+30
New +$1.6K ﹤0.01% 538
2022
Q1 		– Sell
-100
Closed -$5K – 661
2021
Q4 		$5K Hold
100
– – ﹤0.01% 491
2021
Q3 		$4K Buy
+100
New +$4.2K ﹤0.01% 524

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clearview Wealth Advisors's KR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Kroger (KR) in Q3 2023, closing a stake of 51 shares — an estimated $2.4K sold.

Clearview Wealth Advisors first reported a position in KR in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Kroger position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 51 Kroger shares in Q3 2023, an estimated $2.4K.
  • Clearview Wealth Advisors first reported a position in Kroger in Q3 2021 and held it in 6 quarters.
  • Clearview Wealth Advisors's Kroger position peaked at $5K in Q4 2021.
  • 1,072 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.