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High Net Worth Advisory Group’s Kenvue KVUE Stock Holding History

High Net Worth Advisory Group’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,925
Closed -$206K – 224
2024
Q3 		$206K Sell
8,925
-1,552
-15% -$32.2K 0.06% 217
2024
Q2 		$190K Sell
10,477
-591
-5% -$11.4K 0.06% 213
2024
Q1 		$238K Sell
11,068
-2,636
-19% -$53.5K 0.07% 186
2023
Q4 		$295K Sell
13,704
-1,472
-10% -$29.5K 0.11% 145
2023
Q3 		$305K Buy
+15,176
New +$351K 0.12% 136

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Net Worth Advisory Group's KVUE Position: Q4 2024 in Review

High Net Worth Advisory Group sold out of Kenvue (KVUE) in Q4 2024, closing a stake of 8,925 shares — an estimated $206K sold.

High Net Worth Advisory Group first reported a position in KVUE in Q3 2023 and held it in 5 quarters. The position peaked at $305K in Q3 2023. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • High Net Worth Advisory Group reported no remaining Kenvue position as of Q4 2024 after selling out during the quarter.
  • High Net Worth Advisory Group sold 8,925 Kenvue shares in Q4 2024, an estimated $206K.
  • High Net Worth Advisory Group first reported a position in Kenvue in Q3 2023 and held it in 5 quarters.
  • High Net Worth Advisory Group's Kenvue position peaked at $305K in Q3 2023.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on High Net Worth Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.