FAG
K

Fortitude Advisory Group’s Kellanova K Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,643
Closed -$100K – 767
2022
Q1 		$100K Buy
1,643
+166
+11% +$9.98K 0.05% 349
2021
Q4 		$89K Buy
+1,477
New +$87.2K 0.04% 370

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fortitude Advisory Group's K Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Kellanova (K) in Q2 2022, closing a stake of 1,643 shares — an estimated $100K sold.

Fortitude Advisory Group first reported a position in K in Q4 2021 and held it in 2 quarters. The position peaked at $100K in Q1 2022. 875 funds tracked by Wall St. Rank hold K as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Kellanova position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,643 Kellanova shares in Q2 2022, an estimated $100K.
  • Fortitude Advisory Group first reported a position in Kellanova in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Kellanova position peaked at $100K in Q1 2022.
  • 875 funds tracked by Wall St. Rank held Kellanova as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.