Triad Wealth Partners’s Kroger KR Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-50	Closed	-$2.51K	–	517
2024 Q2	$2.51K	Buy	+50	New	+$2.69K	﹤0.01%	724

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Triad Wealth Partners's KR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Kroger (KR) in Q3 2024, closing a stake of 50 shares — an estimated $2.51K sold.

Triad Wealth Partners first reported a position in KR in Q2 2024 and held it in 1 quarter. The position peaked at $2.51K in Q2 2024. 1,203 funds tracked by Wall St. Rank hold KR as of Q3 2024.

Triad Wealth Partners reported no remaining Kroger position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 50 Kroger shares in Q3 2024, an estimated $2.51K.
Triad Wealth Partners first reported a position in Kroger in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Kroger position peaked at $2.51K in Q2 2024.
1,203 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.