SWP
K

ShoreHaven Wealth Partners’s Kellanova K Stock Holding History

ShoreHaven Wealth Partners’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-27
Closed -$2K – 158
2021
Q1 		$2K Hold
27
– – ﹤0.01% 257
2020
Q4 		$2K Buy
+27
New +$1.62K ﹤0.01% 224

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ShoreHaven Wealth Partners's K Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Kellanova (K) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in K in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 814 funds tracked by Wall St. Rank hold K as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Kellanova position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 27 Kellanova shares in Q2 2021, an estimated $2K.
  • ShoreHaven Wealth Partners first reported a position in Kellanova in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Kellanova position peaked at $2K in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Kellanova as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.