LPWM
K

Lake Point Wealth Management’s Kellanova K Stock Holding History

Lake Point Wealth Management’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
2021
Q3 		– Sell
-36
Closed -$2K – 432
2021
Q2 		$2K Buy
+36
New +$2.19K ﹤0.01% 335

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Point Wealth Management's K Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Kellanova (K) in Q3 2021, closing a stake of 36 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in K in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 808 funds tracked by Wall St. Rank hold K as of Q3 2021.

  • Lake Point Wealth Management reported no remaining Kellanova position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 36 Kellanova shares in Q3 2021, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Kellanova in Q2 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Kellanova position peaked at $2K in Q2 2021.
  • 808 funds tracked by Wall St. Rank held Kellanova as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.