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SYSTM Wealth Solutions’s Kraft Heinz KHC Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-205
Closed -$6.61K – 374
2024
Q2 		$6.61K Hold
205
– – ﹤0.01% 535
2024
Q1 		$7.57K Sell
205
-548
-73% -$19.9K ﹤0.01% 798
2023
Q4 		$27.8K Buy
+753
New +$25.6K ﹤0.01% 673

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SYSTM Wealth Solutions's KHC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 205 shares — an estimated $6.61K sold.

SYSTM Wealth Solutions first reported a position in KHC in Q4 2023 and held it in 3 quarters. The position peaked at $27.8K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 205 Kraft Heinz shares in Q3 2024, an estimated $6.61K.
  • SYSTM Wealth Solutions first reported a position in Kraft Heinz in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Kraft Heinz position peaked at $27.8K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.