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Consolidated Planning Corp’s Kraft Heinz KHC Stock Holding History

Consolidated Planning Corp’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33
Closed -$1K – 263
2021
Q3 		$1K Buy
+33
New +$1.24K ﹤0.01% 431

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State Street
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Invesco
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Consolidated Planning Corp's KHC Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Kraft Heinz (KHC) in Q4 2021, closing a stake of 33 shares — an estimated $1K sold.

Consolidated Planning Corp first reported a position in KHC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Kraft Heinz position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 33 Kraft Heinz shares in Q4 2021, an estimated $1K.
  • Consolidated Planning Corp first reported a position in Kraft Heinz in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Kraft Heinz position peaked at $1K in Q3 2021.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.