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PFG Private Wealth Management’s Kraft Heinz KHC Stock Holding History

PFG Private 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
-112
Closed -$5K – 345
2022
Q4 		$5K Buy
112
+26
+30% +$987 ﹤0.01% 220
2022
Q3 		$3K Hold
86
– – ﹤0.01% 266
2022
Q2 		$3K Hold
86
– – ﹤0.01% 263
2022
Q1 		$3K Hold
86
– – ﹤0.01% 256
2021
Q4 		$3K Hold
86
– – ﹤0.01% 265
2021
Q3 		$3K Buy
+86
New +$3.24K ﹤0.01% 251

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
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

PFG Private Wealth Management's KHC Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 112 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in KHC in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 112 Kraft Heinz shares in Q1 2023, an estimated $5K.
  • PFG Private Wealth Management first reported a position in Kraft Heinz in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Kraft Heinz position peaked at $5K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.