TWM
KR icon

TriaGen Wealth Management’s Kroger KR Stock Holding History

TriaGen Wealth Management’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
2022
Q2 		– Sell
-6,926
Closed -$397K – 177
2022
Q1 		$397K Sell
6,926
-402
-5% -$20K 0.21% 118
2021
Q4 		$332K Hold
7,328
– – 0.16% 133
2021
Q3 		$296K Hold
7,328
– – 0.16% 145
2021
Q2 		$298K Buy
7,328
+70
+1% +$2.63K 0.15% 149
2021
Q1 		$261K Hold
7,258
– – 0.15% 145
2020
Q4 		$231K Buy
+7,258
New +$235K 0.14% 154

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TriaGen Wealth Management's KR Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Kroger (KR) in Q2 2022, closing a stake of 6,926 shares — an estimated $397K sold.

TriaGen Wealth Management first reported a position in KR in Q4 2020 and held it in 6 quarters. The position peaked at $397K in Q1 2022. 1,056 funds tracked by Wall St. Rank hold KR as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Kroger position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,926 Kroger shares in Q2 2022, an estimated $397K.
  • TriaGen Wealth Management first reported a position in Kroger in Q4 2020 and held it in 6 quarters.
  • TriaGen Wealth Management's Kroger position peaked at $397K in Q1 2022.
  • 1,056 funds tracked by Wall St. Rank held Kroger as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.