FSWA
K

Financial Synergies Wealth Advisors’s Kellanova K Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-6
Closed -$344 – 265
2024
Q1 		$344 Hold
6
– – ﹤0.01% 481
2023
Q4 		$428 Hold
6
– – ﹤0.01% 385
2023
Q3 		$358 Hold
6
– – ﹤0.01% 463
2023
Q2 		$405 Hold
6
– – ﹤0.01% 450
2023
Q1 		$402 Hold
6
– – ﹤0.01% 436
2022
Q4 		$428 Hold
6
– – ﹤0.01% 385
2022
Q3 		$418 Hold
6
– – ﹤0.01% 377
2022
Q2 		$429 Buy
+6
New +$390 ﹤0.01% 386

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 $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's K Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Kellanova (K) in Q2 2024, closing a stake of 6 shares — an estimated $344 sold.

Financial Synergies Wealth Advisors first reported a position in K in Q2 2022 and held it in 8 quarters. The position peaked at $429 in Q2 2022. 871 funds tracked by Wall St. Rank hold K as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Kellanova position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6 Kellanova shares in Q2 2024, an estimated $344.
  • Financial Synergies Wealth Advisors first reported a position in Kellanova in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Kellanova position peaked at $429 in Q2 2022.
  • 871 funds tracked by Wall St. Rank held Kellanova as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.