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Destination Wealth Management’s Kraft Heinz KHC Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-191
Closed -$6K – 329
2019
Q2 		$6K Sell
191
-92
-33% -$2.9K ﹤0.01% 470
2019
Q1 		$9K Buy
283
+92
+48% +$3.75K ﹤0.01% 493
2018
Q4 		$8K Hold
191
– – ﹤0.01% 422
2018
Q3 		$11K Sell
191
-404
-68% -$24.1K ﹤0.01% 452
2018
Q2 		$37K Buy
595
+171
+40% +$10.1K ﹤0.01% 296
2018
Q1 		$26K Buy
+424
New +$30.4K ﹤0.01% 315

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BlackRock
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM