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Heritage Wealth Management (Arizona)’s Kroger KR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.79K Buy
130
+108
+491% +$4.96K ﹤0.01% 862
2022
Q3 		$1K Buy
+22
New +$1.04K ﹤0.01% 950

Other funds holding KR

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Kroger (KR) stake by 491% in Q4 2022, buying an estimated $4.96K and bringing the position to 130 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Heritage Wealth Management (Arizona) first reported a position in KR in Q3 2022 and has held it in 2 quarters since. 1,043 funds tracked by Wall St. Rank hold KR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 130 shares of Kroger worth $5.79K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 108 Kroger shares in Q4 2022, an estimated $4.96K.
  • Kroger made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #862 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Kroger in Q3 2022 and has held it in 2 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Kroger as of Q4 2022.

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