TWM
K

TriaGen Wealth Management’s Kellanova K Stock Holding History

TriaGen Wealth Management’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,852
Closed -$644K – 176
2022
Q3 		$644K Buy
+9,852
New +$677K 0.36% 73

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

TriaGen Wealth Management's K Position: Q4 2022 in Review

TriaGen Wealth Management sold out of Kellanova (K) in Q4 2022, closing a stake of 9,852 shares — an estimated $644K sold.

TriaGen Wealth Management first reported a position in K in Q3 2022 and held it in 1 quarter. The position peaked at $644K in Q3 2022. 921 funds tracked by Wall St. Rank hold K as of Q4 2022.

  • TriaGen Wealth Management reported no remaining Kellanova position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 9,852 Kellanova shares in Q4 2022, an estimated $644K.
  • TriaGen Wealth Management first reported a position in Kellanova in Q3 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Kellanova position peaked at $644K in Q3 2022.
  • 921 funds tracked by Wall St. Rank held Kellanova as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.