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Independent Solutions Wealth Management’s Kraft Heinz KHC Stock Holding History

Independent Solutions Wealth Management’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
2023
Q3 		– Sell
-8,142
Closed -$289K – 215
2023
Q2 		$289K Buy
+8,142
New +$313K 0.07% 175

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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Solutions Wealth Management's KHC Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Kraft Heinz (KHC) in Q3 2023, closing a stake of 8,142 shares — an estimated $289K sold.

Independent Solutions Wealth Management first reported a position in KHC in Q2 2023 and held it in 1 quarter. The position peaked at $289K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining Kraft Heinz position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,142 Kraft Heinz shares in Q3 2023, an estimated $289K.
  • Independent Solutions Wealth Management first reported a position in Kraft Heinz in Q2 2023 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Kraft Heinz position peaked at $289K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.