HFP
CPB icon

Holistic Financial Partners’s Campbell Soup CPB Stock Holding History

Holistic Financial Partners’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-950
Closed -$41K – 100
2018
Q1 		$41K Buy
950
+240
+34% +$10.8K 0.03% 218
2017
Q4 		$34K Buy
+710
New +$33.7K 0.03% 240

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Holistic Financial Partners's CPB Position: Q2 2018 in Review

Holistic Financial Partners sold out of Campbell Soup (CPB) in Q2 2018, closing a stake of 950 shares — an estimated $41K sold.

Holistic Financial Partners first reported a position in CPB in Q4 2017 and held it in 2 quarters. The position peaked at $41K in Q1 2018. 569 funds tracked by Wall St. Rank hold CPB as of Q2 2018.

  • Holistic Financial Partners reported no remaining Campbell Soup position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 950 Campbell Soup shares in Q2 2018, an estimated $41K.
  • Holistic Financial Partners first reported a position in Campbell Soup in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Campbell Soup position peaked at $41K in Q1 2018.
  • 569 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.