DFPG Investments’s Kenvue KVUE Stock Holding History

DFPG Investments’s Portfolio KVUE Stock Details KVUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$567K	Buy	26,659 +589	+2%	+$11.8K	0.04%	369
2023 Q3	$501K	Buy	+26,070	New	+$603K	0.05%	352

Other funds holding KVUE

Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DFPG Investments's KVUE Position: Q4 2023 in Review

DFPG Investments increased its Kenvue (KVUE) stake by 2.3% in Q4 2023, buying an estimated $11.8K and bringing the position to 26,659 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #369.

DFPG Investments first reported a position in KVUE in Q3 2023 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

DFPG Investments held 26,659 shares of Kenvue worth $567K as of Q4 2023.
DFPG Investments bought 589 Kenvue shares in Q4 2023, an estimated $11.8K.
Kenvue made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #369 holding.
DFPG Investments first reported a position in Kenvue in Q3 2023 and has held it in 2 quarters since.
983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.