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Optimum Investment Advisors’s Campbell Soup CPB Stock Holding History

Optimum Investment Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300
Closed -$13.3K – 642
2024
Q1 		$13.3K Hold
300
– – 0.01% 497
2023
Q4 		$13K Hold
300
– – 0.01% 489
2023
Q3 		$12.3K Hold
300
– – 0.01% 523
2023
Q2 		$13.7K Hold
300
– – 0.01% 518
2023
Q1 		$16.5K Hold
300
– – 0.01% 502
2022
Q4 		$17K Buy
+300
New +$15.7K 0.01% 512

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimum Investment Advisors's CPB Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Campbell Soup (CPB) in Q2 2024, closing a stake of 300 shares — an estimated $13.3K sold.

Optimum Investment Advisors first reported a position in CPB in Q4 2022 and held it in 6 quarters. The position peaked at $17K in Q4 2022. 635 funds tracked by Wall St. Rank hold CPB as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Campbell Soup position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Campbell Soup shares in Q2 2024, an estimated $13.3K.
  • Optimum Investment Advisors first reported a position in Campbell Soup in Q4 2022 and held it in 6 quarters.
  • Optimum Investment Advisors's Campbell Soup position peaked at $17K in Q4 2022.
  • 635 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.