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Riverpoint Wealth Management Holdings’s Kraft Heinz KHC Stock Holding History

Riverpoint Wealth Management Holdings’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
Q4 		– Sell
-8,770
Closed -$323K – 55
2021
Q3 		$323K Buy
8,770
+90
+1% +$3.39K 0.11% 48
2021
Q2 		$354K Buy
8,680
+80
+0.9% +$3.37K 0.1% 67
2021
Q1 		$344K Buy
8,600
+74
+0.9% +$2.67K 0.1% 70
2020
Q4 		$296K Buy
8,526
+83
+1% +$2.69K 0.09% 69
2020
Q3 		$253K Buy
+8,443
New +$281K 0.09% 71

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Riverpoint Wealth Management Holdings's KHC Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of Kraft Heinz (KHC) in Q4 2021, closing a stake of 8,770 shares — an estimated $323K sold.

Riverpoint Wealth Management Holdings first reported a position in KHC in Q3 2020 and held it in 5 quarters. The position peaked at $354K in Q2 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • Riverpoint Wealth Management Holdings reported no remaining Kraft Heinz position as of Q4 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 8,770 Kraft Heinz shares in Q4 2021, an estimated $323K.
  • Riverpoint Wealth Management Holdings first reported a position in Kraft Heinz in Q3 2020 and held it in 5 quarters.
  • Riverpoint Wealth Management Holdings's Kraft Heinz position peaked at $354K in Q2 2021.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.