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Phoenix Wealth Advisors’s Yum! Brands YUM Stock Holding History

Phoenix Wealth Advisors’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-32
Closed -$4K – 362
2021
Q3 		$4K Hold
32
– – ﹤0.01% 346
2021
Q2 		$4K Buy
32
+1
+3% +$118 ﹤0.01% 339
2021
Q1 		$3K Sell
31
-88
-74% -$9.31K ﹤0.01% 344
2020
Q4 		$13K Buy
+119
New +$12.1K 0.01% 287

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Wealth Advisors's YUM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 32 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in YUM in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 1,169 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 32 Yum! Brands shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in Yum! Brands in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Yum! Brands position peaked at $13K in Q4 2020.
  • 1,169 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.