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Regent Peak Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-3,372
Closed -$117K – 586
2020
Q4 		$117K Buy
+3,372
New +$109K 0.04% 191

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State Street
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Invesco
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Franklin Resources
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Capital Research Global Investors
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Kraft Heinz (KHC) in Q1 2021, closing a stake of 3,372 shares — an estimated $117K sold.

Regent Peak Wealth Advisors first reported a position in KHC in Q4 2020 and held it in 1 quarter. The position peaked at $117K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kraft Heinz position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,372 Kraft Heinz shares in Q1 2021, an estimated $117K.
  • Regent Peak Wealth Advisors first reported a position in Kraft Heinz in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kraft Heinz position peaked at $117K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

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