IAA
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Independent Advisor Alliance’s Campbell Soup CPB Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$332K Buy
+14,894
New +$382K ﹤0.01% 1281
2023
Q3 		– Sell
-21,578
Closed -$986K – 659
2023
Q2 		$986K Sell
21,578
-461
-2% -$23.8K 0.04% 304
2023
Q1 		$1.21M Sell
22,039
-2,999
-12% -$159K 0.06% 264
2022
Q4 		$1.42K Buy
25,038
+373
+2% +$19.6K ﹤0.01% 277
2022
Q3 		$1.16M Buy
+24,665
New +$1.21M 0.07% 239
2020
Q2 		– Sell
-17,326
Closed -$800K – 502
2020
Q1 		$800K Buy
+17,326
New +$833K 0.12% 145

Other funds holding CPB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return