HPWA
K

Hall Private Wealth Advisors’s Kellanova K Stock Holding History

Hall Private Wealth Advisors’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
Q3 		$7.41M Buy
132,678
+7,497
+6% +$446K 4.98% 8
2023
Q2 		$7.92M Buy
125,181
+18,663
+18% +$1.19M 4.28% 11
2023
Q1 		$6.7M Buy
+106,518
New +$6.73M 3.49% 13

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 $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hall Private Wealth Advisors's K Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Kellanova (K) stake by 6% in Q3 2023, buying an estimated $446K and bringing the position to 132,678 shares worth $7.41M. The position accounts for 4.98% of the portfolio, ranked #8.

Hall Private Wealth Advisors first reported a position in K in Q1 2023 and has held it in 3 quarters since. The position peaked at $7.92M in Q2 2023. 872 funds tracked by Wall St. Rank hold K as of Q3 2023.

  • Hall Private Wealth Advisors held 132,678 shares of Kellanova worth $7.41M as of Q3 2023.
  • Hall Private Wealth Advisors bought 7,497 Kellanova shares in Q3 2023, an estimated $446K.
  • Kellanova made up 4.98% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #8 holding.
  • Hall Private Wealth Advisors first reported a position in Kellanova in Q1 2023 and has held it in 3 quarters since.
  • Hall Private Wealth Advisors's Kellanova position peaked at $7.92M in Q2 2023.
  • 872 funds tracked by Wall St. Rank held Kellanova as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.