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Visionary Wealth Advisors’s Kroger KR Stock Holding History

Visionary Wealth Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,762
Closed -$297K – 340
2021
Q2 		$297K Sell
7,762
-721
-8% -$27.1K 0.03% 269
2021
Q1 		$305K Sell
8,483
-1,260
-13% -$43K 0.03% 250
2020
Q4 		$309K Buy
9,743
+500
+5% +$16.2K 0.03% 228
2020
Q3 		$313K Buy
9,243
+321
+4% +$11.1K 0.04% 188
2020
Q2 		$302K Buy
8,922
+1,515
+20% +$49.1K 0.05% 174
2020
Q1 		$223K Sell
7,407
-2,635
-26% -$77.3K 0.04% 180
2019
Q4 		$291K Buy
+10,042
New +$266K 0.05% 167

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Visionary Wealth Advisors's KR Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of Kroger (KR) in Q3 2021, closing a stake of 7,762 shares — an estimated $297K sold.

Visionary Wealth Advisors first reported a position in KR in Q4 2019 and held it in 7 quarters. The position peaked at $313K in Q3 2020. 945 funds tracked by Wall St. Rank hold KR as of Q3 2021.

  • Visionary Wealth Advisors reported no remaining Kroger position as of Q3 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,762 Kroger shares in Q3 2021, an estimated $297K.
  • Visionary Wealth Advisors first reported a position in Kroger in Q4 2019 and held it in 7 quarters.
  • Visionary Wealth Advisors's Kroger position peaked at $313K in Q3 2020.
  • 945 funds tracked by Wall St. Rank held Kroger as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.