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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return