KWA
K

Kingswood Wealth Advisors’s Kellanova K Stock Holding History

Kingswood 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
Q3 		– Sell
-5,402
Closed -$312K – 712
2024
Q2 		$312K Buy
5,402
+750
+16% +$44.2K 0.03% 508
2024
Q1 		$267K Sell
4,652
-1,726
-27% -$95.1K 0.03% 518
2023
Q4 		$357K Sell
6,378
-345
-5% -$18K 0.04% 422
2023
Q3 		$376K Buy
+6,723
New +$400K 0.06% 293

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 $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Kingswood Wealth Advisors's K Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Kellanova (K) in Q3 2024, closing a stake of 5,402 shares — an estimated $312K sold.

Kingswood Wealth Advisors first reported a position in K in Q3 2023 and held it in 4 quarters. The position peaked at $376K in Q3 2023. 918 funds tracked by Wall St. Rank hold K as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Kellanova position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,402 Kellanova shares in Q3 2024, an estimated $312K.
  • Kingswood Wealth Advisors first reported a position in Kellanova in Q3 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Kellanova position peaked at $376K in Q3 2023.
  • 918 funds tracked by Wall St. Rank held Kellanova as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.