FWM
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Focused Wealth Management’s Kroger KR Stock Holding History

Focused Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,800
Closed -$80.5K – 1069
2023
Q3 		$80.5K Hold
1,800
– – 0.01% 229
2023
Q2 		$84.6K Hold
1,800
– – 0.02% 229
2023
Q1 		$88.9K Hold
1,800
– – 0.02% 214
2022
Q4 		$80.2K Hold
1,800
– – 0.02% 233
2022
Q3 		$79K Hold
1,800
– – 0.02% 205
2022
Q2 		$85K Hold
1,800
– – 0.02% 207
2022
Q1 		$103K Hold
1,800
– – 0.02% 206
2021
Q4 		$81K Hold
1,800
– – 0.01% 309
2021
Q3 		$73K Buy
+1,800
New +$75.6K 0.01% 338
2021
Q1 		– Sell
-1,800
Closed -$57K – 966
2020
Q4 		$57K Buy
+1,800
New +$58.3K 0.01% 344
2020
Q2 		– Sell
-3,400
Closed -$102K – 803
2020
Q1 		$102K Sell
3,400
-1,900
-36% -$55.8K 0.03% 194
2019
Q4 		$154K Hold
5,300
– – 0.04% 194
2019
Q3 		$137K Hold
5,300
– – 0.04% 193
2019
Q2 		$115K Buy
5,300
+1,800
+51% +$43.8K 0.03% 219
2019
Q1 		$86K Buy
3,500
+1,000
+40% +$27.4K 0.03% 235
2018
Q4 		$69K Buy
+2,500
New +$72.5K 0.02% 265
2016
Q1 		– Sell
-143
Closed -$6K – 693
2015
Q4 		$6K Hold
143
– – ﹤0.01% 483
2015
Q3 		$5K Buy
+143
New +$5.3K ﹤0.01% 493

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return