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Legacy Financial Advisors’s Campbell Soup CPB Stock Holding History

Legacy Financial Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,459
Closed -$218K – 350
2024
Q3 		$218K Buy
+4,459
New +$217K 0.04% 327
2019
Q2 		– Sell
-299
Closed -$11K – 289
2019
Q1 		$11K Hold
299
– – ﹤0.01% 593
2018
Q4 		$10K Hold
299
– – ﹤0.01% 559
2018
Q3 		$10K Hold
299
– – ﹤0.01% 514
2018
Q2 		$12K Buy
299
+282
+1,659% +$11K ﹤0.01% 469
2018
Q1 		$0 Hold
17
– – ﹤0.01% 833
2017
Q4 		$0 Buy
+17
New +$808 ﹤0.01% 819

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Financial Advisors's CPB Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Campbell Soup (CPB) in Q4 2024, closing a stake of 4,459 shares — an estimated $218K sold.

Legacy Financial Advisors first reported a position in CPB in Q4 2017 and held it in 7 quarters. The position peaked at $218K in Q3 2024. 631 funds tracked by Wall St. Rank hold CPB as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Campbell Soup position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,459 Campbell Soup shares in Q4 2024, an estimated $218K.
  • Legacy Financial Advisors first reported a position in Campbell Soup in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Campbell Soup position peaked at $218K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.