IWP
KHC icon

Icon Wealth Partners’s Kraft Heinz KHC Stock Holding History

Icon Wealth Partners’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
2020
Q2 		– Sell
-8,818
Closed -$218K – 264
2020
Q1 		$218K Buy
8,818
+901
+11% +$24.7K 0.09% 136
2019
Q4 		$254K Buy
7,917
+95
+1% +$2.88K 0.08% 140
2019
Q3 		$219K Buy
7,822
+136
+2% +$3.91K 0.07% 146
2019
Q2 		$239K Buy
7,686
+2,397
+45% +$75.6K 0.08% 130
2019
Q1 		$173K Sell
5,289
-1,094
-17% -$44.6K 0.06% 164
2018
Q4 		$275K Buy
6,383
+2,386
+60% +$124K 0.13% 111
2018
Q3 		$220K Buy
3,997
+970
+32% +$58K 0.09% 162
2018
Q2 		$190K Buy
3,027
+623
+26% +$37K 0.08% 164
2018
Q1 		$150K Hold
2,404
– – 0.08% 193
2017
Q4 		$187K Buy
+2,404
New +$189K 0.09% 181

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State Street
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Invesco
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Geode Capital Management
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Northern Trust
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Norges Bank
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AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return