Global Wealth Management Investment Advisory’s Kellanova K Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-36	Closed	-$2K	–	492
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	395
2020 Q3	$2K	Sell	36 -160	-82%	-$10.1K	﹤0.01%	388
2020 Q2	$12K	Hold	196	–	–	0.01%	329
2020 Q1	$11K	Buy	196 +107	+120%	+$6.56K	0.01%	324
2019 Q4	$6K	Hold	89	–	–	﹤0.01%	418
2019 Q3	$5K	Hold	89	–	–	﹤0.01%	403
2019 Q2	$4K	Hold	89	–	–	﹤0.01%	466
2019 Q1	$5K	Hold	89	–	–	﹤0.01%	451
2018 Q4	$5K	Buy	+89	New	+$5.37K	﹤0.01%	485

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's K Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Kellanova (K) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in K in Q4 2018 and held it in 9 quarters. The position peaked at $12K in Q2 2020. 806 funds tracked by Wall St. Rank hold K as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining Kellanova position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 36 Kellanova shares in Q1 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Kellanova in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Kellanova position peaked at $12K in Q2 2020.
806 funds tracked by Wall St. Rank held Kellanova as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.