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Regent Peak Wealth Advisors’s The Kraft Heinz Company 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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Geode Capital Management
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Regent Peak Wealth Advisors's KHC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of The Kraft Heinz Company (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. 1,017 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,372 The Kraft Heinz Company shares in Q1 2021, an estimated $117K.
  • Regent Peak Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's The Kraft Heinz Company position peaked at $117K in Q4 2020.
  • 1,017 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2021.

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