VisionPoint Advisory Group’s Kraft Heinz KHC Stock Holding History

VisionPoint Advisory Group’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
2024 Q2	–	Sell	-287	Closed	-$10.6K	–	848
2024 Q1	$10.6K	Hold	287	–	–	﹤0.01%	461
2023 Q4	$10.6K	Sell	287 -936	-77%	-$31.8K	﹤0.01%	414
2023 Q3	$41.1K	Buy	1,223 +936	+326%	+$32.3K	0.02%	260
2023 Q2	$10.2K	Buy	+287	New	+$11K	﹤0.01%	397
2020 Q3	–	Sell	-6,436	Closed	-$223K	–	129
2020 Q2	$223K	Buy	+6,436	New	+$193K	0.09%	98
2019 Q3	–	Sell	-7,823	Closed	-$243K	–	137
2019 Q2	$243K	Buy	+7,823	New	+$247K	0.07%	114

Other funds holding KHC

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

VisionPoint Advisory Group's KHC Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Kraft Heinz (KHC) in Q2 2024, closing a stake of 287 shares — an estimated $10.6K sold.

VisionPoint Advisory Group first reported a position in KHC in Q2 2019 and held it in 6 quarters. The position peaked at $243K in Q2 2019. 1,185 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

VisionPoint Advisory Group reported no remaining Kraft Heinz position as of Q2 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 287 Kraft Heinz shares in Q2 2024, an estimated $10.6K.
VisionPoint Advisory Group first reported a position in Kraft Heinz in Q2 2019 and held it in 6 quarters.
VisionPoint Advisory Group's Kraft Heinz position peaked at $243K in Q2 2019.
1,185 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.