KCS Wealth Advisory’s Albertsons Companies ACI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.22M Sell
53,603
-13,145
-20% -$293K 0.52% 54
2023
Q2
$1.46M Buy
66,748
+9,367
+16% +$195K 0.5% 53
2023
Q1
$1.19M Buy
+57,381
New +$1.19M 0.45% 63

Other funds holding ACI

KCS Wealth Advisory's ACI Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Albertsons Companies (ACI) stake by 20% in Q3 2023, selling an estimated $293K and leaving 53,603 shares worth $1.22M. The position accounts for 0.52% of the portfolio, ranked #54.

KCS Wealth Advisory first reported a position in ACI in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.46M in Q2 2023. 426 funds tracked by Wall St. Rank hold ACI as of Q3 2023.

  • KCS Wealth Advisory held 53,603 shares of Albertsons Companies worth $1.22M as of Q3 2023.
  • KCS Wealth Advisory sold 13,145 Albertsons Companies shares in Q3 2023, an estimated $293K.
  • Albertsons Companies made up 0.52% of KCS Wealth Advisory's portfolio in Q3 2023, its #54 holding.
  • KCS Wealth Advisory first reported a position in Albertsons Companies in Q1 2023 and has held it in 3 quarters since.
  • KCS Wealth Advisory's Albertsons Companies position peaked at $1.46M in Q2 2023.
  • 426 funds tracked by Wall St. Rank held Albertsons Companies as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.