Global Wealth Management Investment Advisory’s Kroger KR Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-1,432	Closed	-$65.5K	–	304
2023 Q4	$65.5K	Hold	1,432	–	–	0.02%	176
2023 Q3	$64.1K	Hold	1,432	–	–	0.02%	181
2023 Q2	$67.3K	Buy	+1,432	New	+$68.3K	0.02%	181
2022 Q3	–	Sell	-1,449	Closed	-$69K	–	315
2022 Q2	$69K	Hold	1,449	–	–	0.02%	164
2022 Q1	$83K	Buy	1,449 +17	+1%	+$844	0.02%	169
2021 Q4	$65K	Hold	1,432	–	–	0.02%	178
2021 Q3	$58K	Hold	1,432	–	–	0.02%	196
2021 Q2	$55K	Hold	1,432	–	–	0.02%	196
2021 Q1	$52K	Hold	1,432	–	–	0.02%	196
2020 Q4	$45K	Hold	1,432	–	–	0.02%	189
2020 Q3	$49K	Sell	1,432 -180	-11%	-$6.22K	0.02%	180
2020 Q2	$55K	Buy	1,612 +180	+13%	+$5.84K	0.02%	180
2020 Q1	$43K	Hold	1,432	–	–	0.02%	180
2019 Q4	$42K	Hold	1,432	–	–	0.02%	196
2019 Q3	$37K	Buy	+1,432	New	+$33.3K	0.02%	191

Other funds holding KR

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's KR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Kroger (KR) in Q1 2024, closing a stake of 1,432 shares — an estimated $65.5K sold.

Global Wealth Management Investment Advisory first reported a position in KR in Q3 2019 and held it in 15 quarters. The position peaked at $83K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold KR as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Kroger position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,432 Kroger shares in Q1 2024, an estimated $65.5K.
Global Wealth Management Investment Advisory first reported a position in Kroger in Q3 2019 and held it in 15 quarters.
Global Wealth Management Investment Advisory's Kroger position peaked at $83K in Q1 2022.
1,183 funds tracked by Wall St. Rank held Kroger as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.