TrinityPoint Wealth’s Kraft Heinz KHC Stock Holding History

TrinityPoint Wealth’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
2019 Q2	–	Sell	-36,172	Closed	-$1.18M	–	180
2019 Q1	$1.18M	Buy	36,172 +18,361	+103%	+$748K	0.58%	51
2018 Q4	$767K	Buy	+17,811	New	+$922K	0.47%	65

Other funds holding KHC

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's KHC Position: Q2 2019 in Review

TrinityPoint Wealth sold out of Kraft Heinz (KHC) in Q2 2019, closing a stake of 36,172 shares — an estimated $1.18M sold.

TrinityPoint Wealth first reported a position in KHC in Q4 2018 and held it in 2 quarters. The position peaked at $1.18M in Q1 2019. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

TrinityPoint Wealth reported no remaining Kraft Heinz position as of Q2 2019 after selling out during the quarter.
TrinityPoint Wealth sold 36,172 Kraft Heinz shares in Q2 2019, an estimated $1.18M.
TrinityPoint Wealth first reported a position in Kraft Heinz in Q4 2018 and held it in 2 quarters.
TrinityPoint Wealth's Kraft Heinz position peaked at $1.18M in Q1 2019.
931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

Based on TrinityPoint Wealth's 13F filing for Q2 2019, filed 6 Aug 2019.