Planned Solutions’s Kellanova K Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-296	Closed	-$17K	–	246
2020 Q4	$17K	Hold	296	–	–	0.01%	291
2020 Q3	$18K	Buy	+296	New	+$18.8K	0.02%	223

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's K Position: Q1 2021 in Review

Planned Solutions sold out of Kellanova (K) in Q1 2021, closing a stake of 296 shares — an estimated $17K sold.

Planned Solutions first reported a position in K in Q3 2020 and held it in 2 quarters. The position peaked at $18K in Q3 2020. 806 funds tracked by Wall St. Rank hold K as of Q1 2021.

Planned Solutions reported no remaining Kellanova position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 296 Kellanova shares in Q1 2021, an estimated $17K.
Planned Solutions first reported a position in Kellanova in Q3 2020 and held it in 2 quarters.
Planned Solutions's Kellanova position peaked at $18K in Q3 2020.
806 funds tracked by Wall St. Rank held Kellanova as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.