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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Kenvue KVUE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,902
Closed -$159K – 329
2023
Q3 		$159K Buy
+7,902
New +$183K 0.11% 96

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KVUE Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Kenvue (KVUE) in Q4 2023, closing a stake of 7,902 shares — an estimated $159K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KVUE in Q3 2023 and held it in 1 quarter. The position peaked at $159K in Q3 2023. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Kenvue position as of Q4 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 7,902 Kenvue shares in Q4 2023, an estimated $159K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Kenvue in Q3 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Kenvue position peaked at $159K in Q3 2023.
  • 983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.