GWMIA
KVUE icon

Global Wealth Management Investment Advisory’s Kenvue KVUE Stock Holding History

Global Wealth Management Investment Advisory’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
-690
Closed -$13.9K – 486
2023
Q3 		$13.9K Buy
+690
New +$16K ﹤0.01% 271

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 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 $5.72T AUM 30.48% 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
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

Global Wealth Management Investment Advisory's KVUE Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Kenvue (KVUE) in Q4 2023, closing a stake of 690 shares — an estimated $13.9K sold.

Global Wealth Management Investment Advisory first reported a position in KVUE in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Kenvue position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 690 Kenvue shares in Q4 2023, an estimated $13.9K.
  • Global Wealth Management Investment Advisory first reported a position in Kenvue in Q3 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Kenvue position peaked at $13.9K in Q3 2023.
  • 983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.