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River Wealth Advisors’s Kraft Heinz KHC Stock Holding History

River 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
2019
Q1 		– Sell
-1,085
Closed -$47K – 340
2018
Q4 		$47K Sell
1,085
-985
-48% -$51K 0.02% 252
2018
Q3 		$114K Sell
2,070
-790
-28% -$47.2K 0.04% 195
2018
Q2 		$180K Sell
2,860
-1,984
-41% -$118K 0.07% 166
2018
Q1 		$302K Sell
4,844
-425
-8% -$30.4K 0.13% 138
2017
Q4 		$410K Buy
5,269
+185
+4% +$14.5K 0.17% 125
2017
Q3 		$394K Buy
5,084
+425
+9% +$35.5K 0.18% 128
2017
Q2 		$399K Buy
4,659
+415
+10% +$37.6K 0.19% 125
2017
Q1 		$385K Buy
4,244
+1,175
+38% +$106K 0.19% 124
2016
Q4 		$268K Buy
+3,069
New +$263K 0.14% 135

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

River Wealth Advisors's KHC Position: Q1 2019 in Review

River Wealth Advisors sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 1,085 shares — an estimated $47K sold.

River Wealth Advisors first reported a position in KHC in Q4 2016 and held it in 9 quarters. The position peaked at $410K in Q4 2017. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • River Wealth Advisors reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,085 Kraft Heinz shares in Q1 2019, an estimated $47K.
  • River Wealth Advisors first reported a position in Kraft Heinz in Q4 2016 and held it in 9 quarters.
  • River Wealth Advisors's Kraft Heinz position peaked at $410K in Q4 2017.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.