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Northwest Financial Advisors’s Kroger KR Stock Holding History

Northwest Financial Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$11.5K – 346
2024
Q3 		$11.5K Buy
+200
New +$10.7K 0.01% 383
2024
Q1 		– Sell
-200
Closed -$9.14K – 322
2023
Q4 		$9.14K Buy
+200
New +$8.88K 0.01% 388

Other funds holding KR

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwest Financial Advisors sold out of Kroger (KR) in Q4 2024, closing a stake of 200 shares — an estimated $11.5K sold.

Northwest Financial Advisors first reported a position in KR in Q4 2023 and held it in 2 quarters. The position peaked at $11.5K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 200 Kroger shares in Q4 2024, an estimated $11.5K.
  • Northwest Financial Advisors first reported a position in Kroger in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Kroger position peaked at $11.5K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

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