TLFA
K

True Link Financial Advisors’s Kellanova K Stock Holding History

True Link Financial Advisors’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
Q1 		– Sell
-95
Closed -$6K – 206
2021
Q4 		$6K Sell
95
-19
-17% -$1.12K ﹤0.01% 664
2021
Q3 		$7K Hold
114
– – ﹤0.01% 652
2021
Q2 		$7K Buy
114
+19
+20% +$1.15K ﹤0.01% 583
2021
Q1 		$6K Hold
95
– – ﹤0.01% 630
2020
Q4 		$6K Buy
+95
New +$5.71K ﹤0.01% 649

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Link Financial Advisors's K Position: Q1 2022 in Review

True Link Financial Advisors sold out of Kellanova (K) in Q1 2022, closing a stake of 95 shares — an estimated $6K sold.

True Link Financial Advisors first reported a position in K in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 863 funds tracked by Wall St. Rank hold K as of Q1 2022.

  • True Link Financial Advisors reported no remaining Kellanova position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 95 Kellanova shares in Q1 2022, an estimated $6K.
  • True Link Financial Advisors first reported a position in Kellanova in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's Kellanova position peaked at $7K in Q3 2021.
  • 863 funds tracked by Wall St. Rank held Kellanova as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.