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Financial Synergies Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-22
Closed -$896 – 530
2023
Q4 		$896 Buy
+22
New +$748 ﹤0.01% 340
2023
Q3 		– Sell
-22
Closed -$781 – 512
2023
Q2 		$781 Hold
22
– – ﹤0.01% 410
2023
Q1 		$851 Hold
22
– – ﹤0.01% 389
2022
Q4 		$896 Hold
22
– – ﹤0.01% 340
2022
Q3 		$734 Hold
22
– – ﹤0.01% 336
2022
Q2 		$840 Buy
+22
New +$881 ﹤0.01% 327

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's KHC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 22 shares — an estimated $896 sold.

Financial Synergies Wealth Advisors first reported a position in KHC in Q2 2022 and held it in 6 quarters. The position peaked at $896 in Q4 2023. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 22 Kraft Heinz shares in Q1 2024, an estimated $896.
  • Financial Synergies Wealth Advisors first reported a position in Kraft Heinz in Q2 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Kraft Heinz position peaked at $896 in Q4 2023.
  • 1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.