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Valued Wealth Advisors’s Campbell Soup CPB Stock Holding History

Valued Wealth 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
2024
Q4 		– Sell
-47
Closed -$2.3K – 650
2024
Q3 		$2.3K Hold
47
– – ﹤0.01% 354
2024
Q2 		$2.12K Hold
47
– – ﹤0.01% 358
2024
Q1 		$2.09K Buy
47
+12
+34% +$519 ﹤0.01% 351
2023
Q4 		$1.44K Buy
+35
New +$1.44K ﹤0.01% 341

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 $3.38T AUM 44.17% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valued Wealth Advisors's CPB Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Campbell Soup (CPB) in Q4 2024, closing a stake of 47 shares — an estimated $2.3K sold.

Valued Wealth Advisors first reported a position in CPB in Q4 2023 and held it in 4 quarters. The position peaked at $2.3K in Q3 2024. 632 funds tracked by Wall St. Rank hold CPB as of Q4 2024.

  • Valued Wealth Advisors reported no remaining Campbell Soup position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 47 Campbell Soup shares in Q4 2024, an estimated $2.3K.
  • Valued Wealth Advisors first reported a position in Campbell Soup in Q4 2023 and held it in 4 quarters.
  • Valued Wealth Advisors's Campbell Soup position peaked at $2.3K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.