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Strata Wealth Advisors’s Kroger KR Stock Holding History

Strata Wealth Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,175
Closed -$296K – 81
2024
Q1 		$296K Buy
5,175
+37
+0.7% +$1.82K 0.1% 62
2023
Q4 		$235K Buy
5,138
+63
+1% +$2.8K 0.09% 63
2023
Q3 		$227K Buy
+5,075
New +$239K 0.11% 50
2023
Q1 		$247K Hold
5,000
– – 0.13% 48
2022
Q4 		$223K Buy
+5,000
New +$230K 0.12% 47

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Strata Wealth Advisors's KR Position: Q2 2024 in Review

Strata Wealth Advisors sold out of Kroger (KR) in Q2 2024, closing a stake of 5,175 shares — an estimated $296K sold.

Strata Wealth Advisors first reported a position in KR in Q4 2022 and held it in 5 quarters. The position peaked at $296K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold KR as of Q2 2024.

  • Strata Wealth Advisors reported no remaining Kroger position as of Q2 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 5,175 Kroger shares in Q2 2024, an estimated $296K.
  • Strata Wealth Advisors first reported a position in Kroger in Q4 2022 and held it in 5 quarters.
  • Strata Wealth Advisors's Kroger position peaked at $296K in Q1 2024.
  • 1,172 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on Strata Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.