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OneAscent Wealth Management’s Kraft Heinz KHC Stock Holding History

OneAscent Wealth Management’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
-9,370
Closed -$381K – 185
2022
Q4 		$381K Buy
+9,370
New +$356K 0.18% 73

Other funds holding KHC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OneAscent Wealth Management's KHC Position: Q1 2023 in Review

OneAscent Wealth Management sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 9,370 shares — an estimated $381K sold.

OneAscent Wealth Management first reported a position in KHC in Q4 2022 and held it in 1 quarter. The position peaked at $381K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • OneAscent Wealth Management reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 9,370 Kraft Heinz shares in Q1 2023, an estimated $381K.
  • OneAscent Wealth Management first reported a position in Kraft Heinz in Q4 2022 and held it in 1 quarter.
  • OneAscent Wealth Management's Kraft Heinz position peaked at $381K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

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