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SFMG Wealth Advisors’s Kroger KR Stock Holding History

SFMG 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
2022
Q1 		– Sell
-42,377
Closed -$1.92M – 315
2021
Q4 		$1.92M Buy
42,377
+107
+0.3% +$4.5K 0.19% 70
2021
Q3 		$1.71M Sell
42,270
-7
-0% -$294 0.19% 67
2021
Q2 		$1.62M Sell
42,277
-188
-0.4% -$7.08K 0.18% 64
2021
Q1 		$1.53M Buy
42,465
+300
+0.7% +$10.2K 0.18% 66
2020
Q4 		$1.34M Buy
+42,165
New +$1.37M 0.17% 64

Other funds holding KR

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SFMG Wealth Advisors's KR Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of Kroger (KR) in Q1 2022, closing a stake of 42,377 shares — an estimated $1.92M sold.

SFMG Wealth Advisors first reported a position in KR in Q4 2020 and held it in 5 quarters. The position peaked at $1.92M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold KR as of Q1 2022.

  • SFMG Wealth Advisors reported no remaining Kroger position as of Q1 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 42,377 Kroger shares in Q1 2022, an estimated $1.92M.
  • SFMG Wealth Advisors first reported a position in Kroger in Q4 2020 and held it in 5 quarters.
  • SFMG Wealth Advisors's Kroger position peaked at $1.92M in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held Kroger as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.