Regal Investment Advisors’s Kellanova K Stock Holding History

Regal 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
2021 Q1	–	Sell	-8,106	Closed	-$474K	–	246
2020 Q4	$474K	Buy	+8,106	New	+$487K	0.05%	293
2020 Q3	–	Sell	-7,418	Closed	-$460K	–	144
2020 Q2	$460K	Buy	+7,418	New	+$449K	0.08%	185
2020 Q1	–	Sell	-6,624	Closed	-$430K	–	183
2019 Q4	$430K	Buy	6,624 +467	+8%	+$28.3K	0.08%	214
2019 Q3	$372K	Sell	6,157 -229	-4%	-$13.1K	0.07%	219
2019 Q2	$321K	Buy	6,386 +2,316	+57%	+$123K	0.06%	240
2019 Q1	$219K	Buy	+4,070	New	+$217K	0.04%	282
2015 Q4	–	Sell	-21	Closed	-$1K	–	600
2015 Q3	$1K	Hold	21	–	–	﹤0.01%	985
2015 Q2	$1K	Sell	21 -32	-60%	-$1.91K	﹤0.01%	885
2015 Q1	$3K	Hold	53	–	–	﹤0.01%	873
2014 Q4	$3K	Sell	53 -75	-59%	-$4.5K	﹤0.01%	810
2014 Q3	$7K	Hold	128	–	–	﹤0.01%	745
2014 Q2	$8K	Hold	128	–	–	﹤0.01%	702
2014 Q1	$8K	Sell	128 -54	-30%	-$3.06K	﹤0.01%	674
2013 Q4	$10K	Hold	182	–	–	0.01%	591
2013 Q3	$10K	Hold	182	–	–	0.01%	601
2013 Q2	$11K	Buy	+182	New	+$11K	0.01%	569

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

Regal Investment Advisors's K Position: Q1 2021 in Review

Regal Investment Advisors sold out of Kellanova (K) in Q1 2021, closing a stake of 8,106 shares — an estimated $474K sold.

Regal Investment Advisors first reported a position in K in Q2 2013 and held it in 16 quarters. The position peaked at $474K in Q4 2020. 806 funds tracked by Wall St. Rank hold K as of Q1 2021.

Regal Investment Advisors reported no remaining Kellanova position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 8,106 Kellanova shares in Q1 2021, an estimated $474K.
Regal Investment Advisors first reported a position in Kellanova in Q2 2013 and held it in 16 quarters.
Regal Investment Advisors's Kellanova position peaked at $474K in Q4 2020.
806 funds tracked by Wall St. Rank held Kellanova as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.