GSWM
K

Golden State Wealth Management’s Kellanova K Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-53
Closed -$3K – 579
2020
Q1 		$3K Buy
+53
New +$3.25K ﹤0.01% 814
2019
Q4 		– Sell
-53
Closed -$3K – 530
2019
Q3 		$3K Hold
53
– – ﹤0.01% 926
2019
Q2 		$2K Hold
53
– – ﹤0.01% 987
2019
Q1 		$3K Buy
+53
New +$2.83K ﹤0.01% 984

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Golden State Wealth Management's K Position: Q2 2020 in Review

Golden State Wealth Management sold out of Kellanova (K) in Q2 2020, closing a stake of 53 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in K in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2020. 767 funds tracked by Wall St. Rank hold K as of Q2 2020.

  • Golden State Wealth Management reported no remaining Kellanova position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 53 Kellanova shares in Q2 2020, an estimated $3K.
  • Golden State Wealth Management first reported a position in Kellanova in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Kellanova position peaked at $3K in Q1 2020.
  • 767 funds tracked by Wall St. Rank held Kellanova as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.