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Steward Partners Investment Solutions’s Kraft Heinz KHC Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		– Sell
-685
Closed -$25.3K – 265
2023
Q4 		$25.3K Buy
+685
New +$23.3K 0.01% 142

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Vanguard Group
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Solutions's KHC Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 685 shares — an estimated $25.3K sold.

Steward Partners Investment Solutions first reported a position in KHC in Q4 2023 and held it in 1 quarter. The position peaked at $25.3K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 685 Kraft Heinz shares in Q1 2024, an estimated $25.3K.
  • Steward Partners Investment Solutions first reported a position in Kraft Heinz in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's Kraft Heinz position peaked at $25.3K in Q4 2023.
  • 1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.