Evolution Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-1,463	Closed	-$54K	–	404
2021 Q3	$54K	Buy	1,463 +1,365	+1,393%	+$51.4K	0.01%	203
2021 Q2	$4K	Hold	98	–	–	﹤0.01%	555
2021 Q1	$4K	Sell	98 -10	-9%	-$360	﹤0.01%	561
2020 Q4	$4K	Sell	108 -87	-45%	-$2.82K	﹤0.01%	485
2020 Q3	$6K	Buy	195 +100	+105%	+$3.33K	﹤0.01%	418
2020 Q2	$3K	Buy	95 +85	+850%	+$2.55K	﹤0.01%	441
2020 Q1	$0	Sell	10 -5,777	-100%	-$158K	﹤0.01%	502
2019 Q4	$186K	Buy	5,787 +5,377	+1,311%	+$163K	0.05%	80
2019 Q3	$11K	Buy	410 +210	+105%	+$6.04K	0.01%	157
2019 Q2	$6K	Buy	200 +190	+1,900%	+$5.99K	﹤0.01%	240
2019 Q1	$0	Buy	+10	New	+$407	﹤0.01%	128

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Kraft Heinz (KHC) in Q4 2021, closing a stake of 1,463 shares — an estimated $54K sold.

Evolution Wealth Advisors first reported a position in KHC in Q1 2019 and held it in 11 quarters. The position peaked at $186K in Q4 2019. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

Evolution Wealth Advisors reported no remaining Kraft Heinz position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,463 Kraft Heinz shares in Q4 2021, an estimated $54K.
Evolution Wealth Advisors first reported a position in Kraft Heinz in Q1 2019 and held it in 11 quarters.
Evolution Wealth Advisors's Kraft Heinz position peaked at $186K in Q4 2019.
1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

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