TCI Wealth Advisors’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-130
| Closed | -$8.17K | – | 1245 |
|
|
2023
Q1 | $8.17K | Sell |
130
-143
| -52% | -$9.03K | ﹤0.01% | 1210 |
|
|
2022
Q4 | $18.2K | Sell |
273
-1
| -0.4% | -$68 | ﹤0.01% | 741 |
|
|
2022
Q3 | $18K | Buy |
274
+158
| +136% | +$10.9K | ﹤0.01% | 704 |
|
|
2022
Q2 | $8K | Hold |
116
| – | – | ﹤0.01% | 1159 |
|
|
2022
Q1 | $7K | Hold |
116
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q4 | $7K | Hold |
116
| – | – | ﹤0.01% | 1427 |
|
|
2021
Q3 | $7K | Buy |
116
+2
| +2% | +$120 | ﹤0.01% | 1361 |
|
|
2021
Q2 | $7K | Sell |
114
-21
| -16% | -$1.27K | ﹤0.01% | 1216 |
|
|
2021
Q1 | $8K | Buy |
135
+101
| +297% | +$5.65K | ﹤0.01% | 987 |
|
|
2020
Q4 | $2K | Sell |
34
-78
| -70% | -$4.69K | ﹤0.01% | 1228 |
|
|
2020
Q3 | $7K | Sell |
112
-18
| -14% | -$1.14K | ﹤0.01% | 674 |
|
|
2020
Q2 | $8K | Sell |
130
-805
| -86% | -$48.7K | ﹤0.01% | 625 |
|
|
2020
Q1 | $53K | Buy |
935
+808
| +636% | +$49.5K | 0.03% | 294 |
|
|
2019
Q4 | $8K | Buy |
127
+27
| +27% | +$1.64K | ﹤0.01% | 752 |
|
|
2019
Q3 | $6K | Buy |
100
+78
| +355% | +$4.46K | ﹤0.01% | 758 |
|
|
2019
Q2 | $1K | Sell |
22
-182
| -89% | -$9.66K | ﹤0.01% | 1226 |
|
|
2019
Q1 | $11K | Hold |
204
| – | – | ﹤0.01% | 614 |
|
|
2018
Q4 | $11K | Hold |
204
| – | – | 0.01% | 602 |
|
|
2018
Q3 | $13K | Hold |
204
| – | – | 0.01% | 587 |
|
|
2018
Q2 | $13K | Hold |
204
| – | – | 0.01% | 591 |
|
|
2018
Q1 | $12K | Hold |
204
| – | – | 0.01% | 587 |
|
|
2017
Q4 | $13K | Hold |
204
| – | – | 0.01% | 581 |
|
|
2017
Q3 | $12K | Hold |
204
| – | – | 0.01% | 561 |
|
|
2017
Q2 | $13K | Hold |
204
| – | – | 0.01% | 542 |
|
|
2017
Q1 | $14K | Hold |
204
| – | – | 0.01% | 517 |
|
|
2016
Q4 | $14K | Sell |
204
-9
| -4% | -$626 | 0.01% | 556 |
|
|
2016
Q3 | $15K | Hold |
213
| – | – | 0.01% | 489 |
|
|
2016
Q2 | $16K | Hold |
213
| – | – | 0.01% | 479 |
|
|
2016
Q1 | $15K | Hold |
213
| – | – | 0.01% | 495 |
|
|
2015
Q4 | $14K | Sell |
213
-241
| -53% | -$15.7K | 0.01% | 498 |
|
|
2015
Q3 | $28K | Hold |
454
| – | – | 0.02% | 353 |
|
|
2015
Q2 | $27K | Hold |
454
| – | – | 0.02% | 351 |
|
|
2015
Q1 | $28K | Hold |
454
| – | – | 0.02% | 314 |
|
|
2014
Q4 | $28K | Hold |
454
| – | – | 0.02% | 312 |
|
|
2014
Q3 | $26K | Hold |
454
| – | – | 0.02% | 307 |
|
|
2014
Q2 | $28K | Hold |
454
| – | – | 0.02% | 308 |
|
|
2014
Q1 | $27K | Hold |
454
| – | – | 0.02% | 295 |
|
|
2013
Q4 | $26K | Hold |
454
| – | – | 0.02% | 318 |
|
|
2013
Q3 | $25K | Sell |
454
-287
| -39% | -$17.1K | 0.02% | 271 |
|
|
2013
Q2 | $45K | Buy |
+741
| New | +$44.7K | 0.03% | 227 |
|
Other funds holding K
WKKFT
BGC
TCI Wealth Advisors's K Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Kellanova (K) in Q2 2023, closing a stake of 130 shares — an estimated $8.17K sold.
TCI Wealth Advisors first reported a position in K in Q2 2013 and held it in 40 quarters. The position peaked at $53K in Q1 2020. 904 funds tracked by Wall St. Rank hold K as of Q2 2023.
- TCI Wealth Advisors reported no remaining Kellanova position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 130 Kellanova shares in Q2 2023, an estimated $8.17K.
- TCI Wealth Advisors first reported a position in Kellanova in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Kellanova position peaked at $53K in Q1 2020.
- 904 funds tracked by Wall St. Rank held Kellanova as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.