IWA
K

IVC Wealth Advisors’s Kellanova K Stock Holding History

IVC Wealth Advisors’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,242
Closed -$262K – 160
2024
Q3 		$262K Buy
+3,242
New +$231K 0.14% 131
2023
Q1 		– Sell
-3,397
Closed -$227K – 149
2022
Q4 		$227K Sell
3,397
-33
-1% -$2.24K 0.17% 133
2022
Q3 		$224K Buy
3,430
+27
+0.8% +$1.86K 0.18% 125
2022
Q2 		$228K Buy
+3,403
New +$221K 0.18% 125
2022
Q1 		– Sell
-3,377
Closed -$204K – 150
2021
Q4 		$204K Buy
+3,377
New +$199K 0.13% 132

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

IVC Wealth Advisors's K Position: Q4 2024 in Review

IVC Wealth Advisors sold out of Kellanova (K) in Q4 2024, closing a stake of 3,242 shares — an estimated $262K sold.

IVC Wealth Advisors first reported a position in K in Q4 2021 and held it in 5 quarters. The position peaked at $262K in Q3 2024. 946 funds tracked by Wall St. Rank hold K as of Q4 2024.

  • IVC Wealth Advisors reported no remaining Kellanova position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 3,242 Kellanova shares in Q4 2024, an estimated $262K.
  • IVC Wealth Advisors first reported a position in Kellanova in Q4 2021 and held it in 5 quarters.
  • IVC Wealth Advisors's Kellanova position peaked at $262K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.