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Legacy Wealth Partners (California)’s The Kraft Heinz Company KHC Stock Holding History

Legacy Wealth Partners (California)’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-23,478
Closed -$749K – 104
2020
Q2 		$749K Buy
+23,478
New +$705K 0.57% 35

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BlackRock
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State Street
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Franklin Resources
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legacy Wealth Partners (California)'s KHC Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of The Kraft Heinz Company (KHC) in Q3 2020, closing a stake of 23,478 shares — an estimated $749K sold.

Legacy Wealth Partners (California) first reported a position in KHC in Q2 2020 and held it in 1 quarter. The position peaked at $749K in Q2 2020. 903 funds tracked by Wall St. Rank hold KHC as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining The Kraft Heinz Company position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 23,478 The Kraft Heinz Company shares in Q3 2020, an estimated $749K.
  • Legacy Wealth Partners (California) first reported a position in The Kraft Heinz Company in Q2 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s The Kraft Heinz Company position peaked at $749K in Q2 2020.
  • 903 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.