IWP
KR icon

Icon Wealth Partners’s Kroger KR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-971
Closed -$24K – 489
2019
Q1 		$24K Buy
+971
New +$26.6K 0.01% 506
2018
Q3 		– Sell
-1,359
Closed -$39K – 514
2018
Q2 		$39K Buy
+1,359
New +$34.2K 0.02% 440
2018
Q1 		– Sell
-2,103
Closed -$58K – 510
2017
Q4 		$58K Buy
+2,103
New +$49K 0.03% 383

Other funds holding KR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Icon Wealth Partners's KR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Kroger (KR) in Q2 2019, closing a stake of 971 shares — an estimated $24K sold.

Icon Wealth Partners first reported a position in KR in Q4 2017 and held it in 3 quarters. The position peaked at $58K in Q4 2017. 730 funds tracked by Wall St. Rank hold KR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Kroger position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 971 Kroger shares in Q2 2019, an estimated $24K.
  • Icon Wealth Partners first reported a position in Kroger in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Kroger position peaked at $58K in Q4 2017.
  • 730 funds tracked by Wall St. Rank held Kroger as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.