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TruWealth Advisors’s Campbell Soup CPB Stock Holding History

TruWealth Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,124
Closed -$334K – 152
2023
Q3 		$334K Buy
8,124
+2,631
+48% +$115K 0.03% 105
2023
Q2 		$251K Sell
5,493
-84
-2% -$4.33K 0.02% 132
2023
Q1 		$307K Buy
+5,577
New +$296K 0.03% 113

Other funds holding CPB

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TruWealth Advisors's CPB Position: Q4 2023 in Review

TruWealth Advisors sold out of Campbell Soup (CPB) in Q4 2023, closing a stake of 8,124 shares — an estimated $334K sold.

TruWealth Advisors first reported a position in CPB in Q1 2023 and held it in 3 quarters. The position peaked at $334K in Q3 2023. 623 funds tracked by Wall St. Rank hold CPB as of Q4 2023.

  • TruWealth Advisors reported no remaining Campbell Soup position as of Q4 2023 after selling out during the quarter.
  • TruWealth Advisors sold 8,124 Campbell Soup shares in Q4 2023, an estimated $334K.
  • TruWealth Advisors first reported a position in Campbell Soup in Q1 2023 and held it in 3 quarters.
  • TruWealth Advisors's Campbell Soup position peaked at $334K in Q3 2023.
  • 623 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2023.

Based on TruWealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.