SOA Wealth Advisors’s Kellanova K Stock Holding History

SOA Wealth Advisors’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
2022 Q3	–	Sell	-31	Closed	-$2K	–	901
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	702
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	853
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	827
2021 Q3	$1K	Buy	31 +3	+11%	+$180	﹤0.01%	845
2021 Q2	$1K	Buy	28 +6	+27%	+$364	﹤0.01%	825
2021 Q1	$1K	Sell	22 -1	-4%	-$56	﹤0.01%	773
2020 Q4	$1K	Buy	+23	New	+$1.38K	﹤0.01%	749

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

SOA Wealth Advisors's K Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Kellanova (K) in Q3 2022, closing a stake of 31 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in K in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 882 funds tracked by Wall St. Rank hold K as of Q3 2022.

SOA Wealth Advisors reported no remaining Kellanova position as of Q3 2022 after selling out during the quarter.
SOA Wealth Advisors sold 31 Kellanova shares in Q3 2022, an estimated $2K.
SOA Wealth Advisors first reported a position in Kellanova in Q4 2020 and held it in 7 quarters.
SOA Wealth Advisors's Kellanova position peaked at $2K in Q2 2022.
882 funds tracked by Wall St. Rank held Kellanova as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.