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Safeguard Investment Advisory Group’s Kraft Heinz KHC Stock Holding History

Safeguard Investment Advisory Group’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
-312
Closed -$10K – 416
2020
Q4 		$10K Buy
+312
New +$10.1K 0.01% 411

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BlackRock
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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

Safeguard Investment Advisory Group's KHC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Kraft Heinz (KHC) in Q1 2021, closing a stake of 312 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in KHC in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Kraft Heinz position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 312 Kraft Heinz shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Kraft Heinz in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Kraft Heinz position peaked at $10K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.