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OneAscent Financial Services’s The Kraft Heinz Company KHC Stock Holding History

OneAscent Financial Services’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
2023
Q1 		– Sell
-8,379
Closed -$341K – 194
2022
Q4 		$341K Buy
+8,379
New +$318K 0.14% 89

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State Street
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Bank of America
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Invesco
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OneAscent Financial Services's KHC Position: Q1 2023 in Review

OneAscent Financial Services sold out of The Kraft Heinz Company (KHC) in Q1 2023, closing a stake of 8,379 shares — an estimated $341K sold.

OneAscent Financial Services first reported a position in KHC in Q4 2022 and held it in 1 quarter. The position peaked at $341K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • OneAscent Financial Services reported no remaining The Kraft Heinz Company position as of Q1 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 8,379 The Kraft Heinz Company shares in Q1 2023, an estimated $341K.
  • OneAscent Financial Services first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 1 quarter.
  • OneAscent Financial Services's The Kraft Heinz Company position peaked at $341K in Q4 2022.
  • 1,138 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.