DWP
K

Destiny Wealth Partners’s Kellanova K Stock Holding History

Destiny Wealth Partners’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
2023
Q2 		– Sell
-4,053
Closed -$255K – 183
2023
Q1 		$255K Sell
4,053
-614
-13% -$38.8K 0.05% 162
2022
Q4 		$312K Buy
4,667
+147
+3% +$9.98K 0.07% 145
2022
Q3 		$296K Buy
4,520
+1,183
+35% +$81.3K 0.07% 132
2022
Q2 		$224K Buy
3,337
+1,768
+113% +$115K 0.05% 155
2022
Q1 		$95K Buy
+1,569
New +$94.3K 0.02% 254

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 $30.4B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Destiny Wealth Partners's K Position: Q2 2023 in Review

Destiny Wealth Partners sold out of Kellanova (K) in Q2 2023, closing a stake of 4,053 shares — an estimated $255K sold.

Destiny Wealth Partners first reported a position in K in Q1 2022 and held it in 5 quarters. The position peaked at $312K in Q4 2022. 904 funds tracked by Wall St. Rank hold K as of Q2 2023.

  • Destiny Wealth Partners reported no remaining Kellanova position as of Q2 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 4,053 Kellanova shares in Q2 2023, an estimated $255K.
  • Destiny Wealth Partners first reported a position in Kellanova in Q1 2022 and held it in 5 quarters.
  • Destiny Wealth Partners's Kellanova position peaked at $312K in Q4 2022.
  • 904 funds tracked by Wall St. Rank held Kellanova as of Q2 2023.

Based on Destiny Wealth Partners's 13F filing for Q2 2023, filed 26 Jul 2023.