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Dougherty Wealth Advisers’s The Kraft Heinz Company KHC Stock Holding History

Dougherty Wealth Advisers’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
Q1 		– Sell
-254
Closed -$12K – 216
2018
Q4 		$12K Buy
+254
New +$13.2K 0.04% 175

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dougherty Wealth Advisers's KHC Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of The Kraft Heinz Company (KHC) in Q1 2019, closing a stake of 254 shares — an estimated $12K sold.

Dougherty Wealth Advisers first reported a position in KHC in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 978 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Dougherty Wealth Advisers reported no remaining The Kraft Heinz Company position as of Q1 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 254 The Kraft Heinz Company shares in Q1 2019, an estimated $12K.
  • Dougherty Wealth Advisers first reported a position in The Kraft Heinz Company in Q4 2018 and held it in 1 quarter.
  • Dougherty Wealth Advisers's The Kraft Heinz Company position peaked at $12K in Q4 2018.
  • 978 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.