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Wealth Management Associates’s Campbell Soup CPB Stock Holding History

Wealth Management Associates’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
-6,370
Closed -$312K – 213
2024
Q3 		$312K Sell
6,370
-775
-11% -$37.7K 0.14% 148
2024
Q2 		$323K Hold
7,145
– – 0.15% 131
2024
Q1 		$323K Sell
7,145
-710
-9% -$30.7K 0.15% 131
2023
Q4 		$340K Buy
+7,855
New +$323K 0.18% 126

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Management Associates's CPB Position: Q4 2024 in Review

Wealth Management Associates sold out of Campbell Soup (CPB) in Q4 2024, closing a stake of 6,370 shares — an estimated $312K sold.

Wealth Management Associates first reported a position in CPB in Q4 2023 and held it in 4 quarters. The position peaked at $340K in Q4 2023. 630 funds tracked by Wall St. Rank hold CPB as of Q4 2024.

  • Wealth Management Associates reported no remaining Campbell Soup position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Associates sold 6,370 Campbell Soup shares in Q4 2024, an estimated $312K.
  • Wealth Management Associates first reported a position in Campbell Soup in Q4 2023 and held it in 4 quarters.
  • Wealth Management Associates's Campbell Soup position peaked at $340K in Q4 2023.
  • 630 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2024.

Based on Wealth Management Associates's 13F filing for Q4 2024, filed 28 May 2025.