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Sound View Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$762K Sell
23,352
-7,028
-23% -$286K 0.24% 107
2018
Q4 		$1.31M Buy
+30,380
New +$1.57M 0.47% 63

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's KHC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Kraft Heinz (KHC) stake by 23% in Q1 2019, selling an estimated $286K and leaving 23,352 shares worth $762K. The position accounts for 0.24% of the portfolio, ranked #107.

Sound View Wealth Advisors first reported a position in KHC in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2018. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Sound View Wealth Advisors held 23,352 shares of Kraft Heinz worth $762K as of Q1 2019.
  • Sound View Wealth Advisors sold 7,028 Kraft Heinz shares in Q1 2019, an estimated $286K.
  • Kraft Heinz made up 0.24% of Sound View Wealth Advisors's portfolio in Q1 2019, its #107 holding.
  • Sound View Wealth Advisors first reported a position in Kraft Heinz in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Kraft Heinz position peaked at $1.31M in Q4 2018.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.