TRUE Private Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-1,902	Closed	-$65K	–	482
2020 Q4	$65K	Buy	1,902 +3	+0.2%	+$97	0.01%	325
2020 Q3	$56K	Sell	1,899 -512	-21%	-$17K	0.01%	324
2020 Q2	$77K	Buy	2,411 +336	+16%	+$10.1K	0.01%	276
2020 Q1	$51K	Buy	2,075 +255	+14%	+$7K	0.01%	289
2019 Q4	$58K	Buy	+1,820	New	+$55.1K	0.01%	348
2019 Q3	–	Sell	-1,751	Closed	-$54K	–	495
2019 Q2	$54K	Buy	+1,751	New	+$55.2K	0.01%	331
2018 Q4	–	Sell	-1,341	Closed	-$73.9K	–	612
2018 Q3	$73.9K	Buy	+1,341	New	+$80.1K	0.01%	403

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's KHC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2021, closing a stake of 1,902 shares — an estimated $65K sold.

TRUE Private Wealth Advisors first reported a position in KHC in Q3 2018 and held it in 7 quarters. The position peaked at $77K in Q2 2020. 1,017 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,902 The Kraft Heinz Company shares in Q1 2021, an estimated $65K.
TRUE Private Wealth Advisors first reported a position in The Kraft Heinz Company in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's The Kraft Heinz Company position peaked at $77K in Q2 2020.
1,017 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.