Heritage Wealth Advisors’s Krispy Kreme DNUT Stock Holding History

Heritage Wealth Advisors’s Portfolio DNUT Stock Details DNUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-75	Closed	-$1.1K	–	538
2023 Q2	$1.1K	Hold	75	–	–	﹤0.01%	513
2023 Q1	$1.17K	Hold	75	–	–	﹤0.01%	527
2022 Q4	$774	Hold	75	–	–	﹤0.01%	528
2022 Q3	$865	Hold	75	–	–	﹤0.01%	499
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	535
2022 Q1	$1K	Buy	+75	New	+$1.13K	﹤0.01%	516

Other funds holding DNUT

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Heritage Wealth Advisors's DNUT Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Krispy Kreme (DNUT) in Q3 2023, closing a stake of 75 shares — an estimated $1.1K sold.

Heritage Wealth Advisors first reported a position in DNUT in Q1 2022 and held it in 6 quarters. The position peaked at $1.17K in Q1 2023. 131 funds tracked by Wall St. Rank hold DNUT as of Q3 2023.

Heritage Wealth Advisors reported no remaining Krispy Kreme position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 75 Krispy Kreme shares in Q3 2023, an estimated $1.1K.
Heritage Wealth Advisors first reported a position in Krispy Kreme in Q1 2022 and held it in 6 quarters.
Heritage Wealth Advisors's Krispy Kreme position peaked at $1.17K in Q1 2023.
131 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.