GWSA
K

Global Wealth Strategies & Associates’s Kellanova K Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q4 		– Sell
-51
Closed -$2.67K – 348
2023
Q3 		$2.86K Buy
+51
New +$3.03K ﹤0.01% 238

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Wealth Strategies & Associates's K Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Kellanova (K) in Q4 2023, closing a stake of 51 shares — an estimated $2.67K sold.

Global Wealth Strategies & Associates first reported a position in K in Q3 2023 and held it in 1 quarter. The position peaked at $2.86K in Q3 2023. 862 funds tracked by Wall St. Rank hold K as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Kellanova position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 51 Kellanova shares in Q4 2023, an estimated $2.67K.
  • Global Wealth Strategies & Associates first reported a position in Kellanova in Q3 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Kellanova position peaked at $2.86K in Q3 2023.
  • 862 funds tracked by Wall St. Rank held Kellanova as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.