HWMA
K

Heritage Wealth Management (Arizona)’s Kellanova K Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$28.5K Buy
+426
New +$28.9K ﹤0.01% 591
2021
Q2 		– Sell
-80
Closed -$5K – 918
2021
Q1 		$5K Buy
+80
New +$4.47K ﹤0.01% 647

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s K Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Kellanova (K) in Q4 2022: 426 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in K as recently as Q1 2021.

Heritage Wealth Management (Arizona) first reported a position in K in Q1 2021 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold K as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 426 shares of Kellanova worth $28.5K as of Q4 2022.
  • Kellanova was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Kellanova made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #591 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Kellanova in Q1 2021 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held Kellanova as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.