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IBEX Wealth Advisors’s Kraft Heinz KHC Stock Holding History

IBEX Wealth Advisors’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-118,527
Closed -$4.36M – 317
2021
Q3 		$4.36M Buy
118,527
+4,222
+4% +$159K 0.84% 43
2021
Q2 		$4.66M Buy
114,305
+5,940
+5% +$250K 0.93% 38
2021
Q1 		$4.33M Buy
+108,365
New +$3.9M 1.07% 41
2017
Q3 		– Sell
-22,600
Closed -$1.87M – 146
2017
Q2 		$1.87M Buy
22,600
+4,650
+26% +$422K 0.74% 57
2017
Q1 		$1.64M Buy
17,950
+1,003
+6% +$90.4K 1.01% 39
2016
Q4 		$1.51M Buy
16,947
+1,215
+8% +$104K 0.72% 52
2016
Q3 		$1.41M Buy
+15,732
New +$1.39M 0.77% 47

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IBEX Wealth Advisors's KHC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Kraft Heinz (KHC) in Q4 2021, closing a stake of 118,527 shares — an estimated $4.36M sold.

IBEX Wealth Advisors first reported a position in KHC in Q3 2016 and held it in 7 quarters. The position peaked at $4.66M in Q2 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Kraft Heinz position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 118,527 Kraft Heinz shares in Q4 2021, an estimated $4.36M.
  • IBEX Wealth Advisors first reported a position in Kraft Heinz in Q3 2016 and held it in 7 quarters.
  • IBEX Wealth Advisors's Kraft Heinz position peaked at $4.66M in Q2 2021.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.