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Personal Wealth Partners’s Kroger KR Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-98
Closed -$4K – 247
2021
Q2 		$4K Buy
+98
New +$3.69K ﹤0.01% 334
2020
Q1 		– Sell
-19
Closed -$1K – 346
2019
Q4 		$1K Hold
19
– – ﹤0.01% 433
2019
Q3 		$0 Buy
+19
New +$442 ﹤0.01% 611

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Wealth Partners's KR Position: Q3 2021 in Review

Personal Wealth Partners sold out of Kroger (KR) in Q3 2021, closing a stake of 98 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in KR in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 945 funds tracked by Wall St. Rank hold KR as of Q3 2021.

  • Personal Wealth Partners reported no remaining Kroger position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 98 Kroger shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in Kroger in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Kroger position peaked at $4K in Q2 2021.
  • 945 funds tracked by Wall St. Rank held Kroger as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.