NFA
K

Northwest Financial Advisors’s Kellanova K Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-758
Closed -$61.2K – 339
2024
Q3 		$61.2K Buy
+758
New +$54K 0.05% 202
2024
Q1 		– Sell
-758
Closed -$42.4K – 314
2023
Q4 		$42.4K Buy
+758
New +$39.6K 0.04% 226

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Northwest Financial Advisors's K Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Kellanova (K) in Q4 2024, closing a stake of 758 shares — an estimated $61.2K sold.

Northwest Financial Advisors first reported a position in K in Q4 2023 and held it in 2 quarters. The position peaked at $61.2K in Q3 2024. 947 funds tracked by Wall St. Rank hold K as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Kellanova position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 758 Kellanova shares in Q4 2024, an estimated $61.2K.
  • Northwest Financial Advisors first reported a position in Kellanova in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Kellanova position peaked at $61.2K in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.