OIA
K

Optimum Investment Advisors’s Kellanova K Stock Holding History

Optimum Investment 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
2018
Q4 		– Sell
-1,065
Closed -$3K – 996
2018
Q3 		$3K Buy
+1,065
New +$71.7K ﹤0.01% 960

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's K Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Kellanova (K) in Q4 2020, closing a stake of 53 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in K in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 811 funds tracked by Wall St. Rank hold K as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Kellanova position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 53 Kellanova shares in Q4 2020, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Kellanova in Q4 2019 and held it in 4 quarters.
  • Optimum Investment Advisors's Kellanova position peaked at $3K in Q3 2020.
  • 811 funds tracked by Wall St. Rank held Kellanova as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.