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Intercontinental Wealth Advisors’s Kroger KR Stock Holding History

Intercontinental Wealth Advisors’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
2020
Q1 		– Sell
-224
Closed -$6K – 241
2019
Q4 		$6K Sell
224
-197
-47% -$5.22K 0.01% 304
2019
Q3 		$11K Buy
+421
New +$9.79K 0.01% 329

Other funds holding KR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's KR Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Kroger (KR) in Q1 2020, closing a stake of 224 shares — an estimated $6K sold.

Intercontinental Wealth Advisors first reported a position in KR in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 817 funds tracked by Wall St. Rank hold KR as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Kroger position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 224 Kroger shares in Q1 2020, an estimated $6K.
  • Intercontinental Wealth Advisors first reported a position in Kroger in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Kroger position peaked at $11K in Q3 2019.
  • 817 funds tracked by Wall St. Rank held Kroger as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.