KPW
K

Kore Private Wealth’s Kellanova K Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-486
Closed -$30K – 695
2020
Q2 		$30K Sell
486
-51
-9% -$3.09K 0.01% 572
2020
Q1 		$30K Buy
537
+199
+59% +$12.2K 0.01% 518
2019
Q4 		$22K Buy
+338
New +$20.5K ﹤0.01% 615

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Kore Private Wealth's K Position: Q3 2020 in Review

Kore Private Wealth sold out of Kellanova (K) in Q3 2020, closing a stake of 486 shares — an estimated $30K sold.

Kore Private Wealth first reported a position in K in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q2 2020. 763 funds tracked by Wall St. Rank hold K as of Q3 2020.

  • Kore Private Wealth reported no remaining Kellanova position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 486 Kellanova shares in Q3 2020, an estimated $30K.
  • Kore Private Wealth first reported a position in Kellanova in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Kellanova position peaked at $30K in Q2 2020.
  • 763 funds tracked by Wall St. Rank held Kellanova as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.