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Financial Advocates Investment Management’s Krispy Kreme DNUT Stock Holding History

Financial Advocates Investment Management’s Portfolio DNUT Stock Details DNUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,975
Closed -$327K – 787
2022
Q3 		$327K Buy
+8,975
New +$118K 0.03% 521

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BAMCO Inc
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BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's DNUT Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Krispy Kreme (DNUT) in Q4 2022, closing a stake of 8,975 shares — an estimated $327K sold.

Financial Advocates Investment Management first reported a position in DNUT in Q3 2022 and held it in 1 quarter. The position peaked at $327K in Q3 2022. 144 funds tracked by Wall St. Rank hold DNUT as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Krispy Kreme position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,975 Krispy Kreme shares in Q4 2022, an estimated $327K.
  • Financial Advocates Investment Management first reported a position in Krispy Kreme in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Krispy Kreme position peaked at $327K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.