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Ropes Wealth Advisors’s Kroger KR Stock Holding History

Ropes Wealth Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$19K – 533
2020
Q4 		$19K Buy
+600
New +$19.4K ﹤0.01% 489
2020
Q3 		– Sell
-15
Closed -$1K – 640
2020
Q2 		$1K Buy
+15
New +$487 ﹤0.01% 553
2017
Q2 		– Sell
-3
Closed – – 550
2017
Q1 		$0 Buy
+3
New +$96 ﹤0.01% 534
2016
Q3 		– Sell
-92
Closed -$3K – 475
2016
Q2 		$3K Buy
92
+72
+360% +$2.59K ﹤0.01% 440
2016
Q1 		$1K Sell
20
-6
-23% -$232 ﹤0.01% 417
2015
Q4 		$1K Buy
+26
New +$1.01K ﹤0.01% 429

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ropes Wealth Advisors's KR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Kroger (KR) in Q1 2021, closing a stake of 600 shares — an estimated $19K sold.

Ropes Wealth Advisors first reported a position in KR in Q4 2015 and held it in 6 quarters. The position peaked at $19K in Q4 2020. 912 funds tracked by Wall St. Rank hold KR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Kroger position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 600 Kroger shares in Q1 2021, an estimated $19K.
  • Ropes Wealth Advisors first reported a position in Kroger in Q4 2015 and held it in 6 quarters.
  • Ropes Wealth Advisors's Kroger position peaked at $19K in Q4 2020.
  • 912 funds tracked by Wall St. Rank held Kroger as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.