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Sheets Smith Wealth Management’s Kenvue KVUE Stock Holding History

Sheets Smith Wealth Management’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,268
Closed -$259K – 387
2024
Q2 		$259K Sell
14,268
-1,211
-8% -$23.5K 0.03% 333
2024
Q1 		$332K Buy
15,479
+5
+0% +$102 0.04% 309
2023
Q4 		$333K Buy
15,474
+3,191
+26% +$63.9K 0.05% 273
2023
Q3 		$247K Buy
+12,283
New +$284K 0.04% 287

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's KVUE Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of Kenvue (KVUE) in Q3 2024, closing a stake of 14,268 shares — an estimated $259K sold.

Sheets Smith Wealth Management first reported a position in KVUE in Q3 2023 and held it in 4 quarters. The position peaked at $333K in Q4 2023. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining Kenvue position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 14,268 Kenvue shares in Q3 2024, an estimated $259K.
  • Sheets Smith Wealth Management first reported a position in Kenvue in Q3 2023 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Kenvue position peaked at $333K in Q4 2023.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.