EWA
K

Evolution Wealth Advisors’s Kellanova K Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-898
Closed -$54K – 402
2021
Q3 		$54K Buy
898
+836
+1,348% +$50.1K 0.01% 202
2021
Q2 		$4K Hold
62
– – ﹤0.01% 553
2021
Q1 		$4K Hold
62
– – ﹤0.01% 559
2020
Q4 		$4K Hold
62
– – ﹤0.01% 483
2020
Q3 		$4K Hold
62
– – ﹤0.01% 463
2020
Q2 		$4K Buy
+62
New +$3.75K ﹤0.01% 394
2020
Q1 		– Sell
-64
Closed -$4K – 500
2019
Q4 		$4K Buy
64
+2
+3% +$121 ﹤0.01% 450
2019
Q3 		$4K Hold
62
– – ﹤0.01% 315
2019
Q2 		$3K Buy
+62
New +$3.29K ﹤0.01% 349

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 $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's K Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Kellanova (K) in Q4 2021, closing a stake of 898 shares — an estimated $54K sold.

Evolution Wealth Advisors first reported a position in K in Q2 2019 and held it in 9 quarters. The position peaked at $54K in Q3 2021. 879 funds tracked by Wall St. Rank hold K as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Kellanova position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 898 Kellanova shares in Q4 2021, an estimated $54K.
  • Evolution Wealth Advisors first reported a position in Kellanova in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Kellanova position peaked at $54K in Q3 2021.
  • 879 funds tracked by Wall St. Rank held Kellanova as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.