RPWA
K

Regent Peak Wealth Advisors’s Kellanova K Stock Holding History

Regent Peak Wealth 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
-391
Closed -$23K – 577
2020
Q4 		$23K Buy
+391
New +$23.5K 0.01% 431

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's K Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Kellanova (K) in Q1 2021, closing a stake of 391 shares — an estimated $23K sold.

Regent Peak Wealth Advisors first reported a position in K in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 806 funds tracked by Wall St. Rank hold K as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kellanova position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 391 Kellanova shares in Q1 2021, an estimated $23K.
  • Regent Peak Wealth Advisors first reported a position in Kellanova in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kellanova position peaked at $23K in Q4 2020.
  • 806 funds tracked by Wall St. Rank held Kellanova as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.