Wealthcare Advisory Partners’s Kellanova K Stock Holding History

Wealthcare Advisory Partners’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-295	Closed	-$18K	–	1232
2021 Q1	$18K	Buy	+295	New	+$16.5K	﹤0.01%	1235
2020 Q2	–	Sell	-348	Closed	-$20K	–	883
2020 Q1	$20K	Buy	348 +71	+26%	+$4.35K	﹤0.01%	731
2019 Q4	$18K	Hold	277	–	–	﹤0.01%	790
2019 Q3	$17K	Hold	277	–	–	﹤0.01%	792
2019 Q2	$14K	Hold	277	–	–	﹤0.01%	817
2019 Q1	$15K	Buy	277 +64	+30%	+$3.42K	﹤0.01%	728
2018 Q4	$11K	Hold	213	–	–	﹤0.01%	768
2018 Q3	$14K	Sell	213 -433	-67%	-$29.2K	﹤0.01%	761
2018 Q2	$42K	Hold	646	–	–	0.01%	499
2018 Q1	$39K	Buy	646 +645	+64,500%	+$40.7K	0.01%	447
2017 Q4	$0	Hold	1	–	–	﹤0.01%	1134
2017 Q3	$0	Buy	+1	New	+$63	﹤0.01%	909

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Advisory Partners's K Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Kellanova (K) in Q2 2021, closing a stake of 295 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in K in Q3 2017 and held it in 12 quarters. The position peaked at $42K in Q2 2018. 814 funds tracked by Wall St. Rank hold K as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Kellanova position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 295 Kellanova shares in Q2 2021, an estimated $18K.
Wealthcare Advisory Partners first reported a position in Kellanova in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Kellanova position peaked at $42K in Q2 2018.
814 funds tracked by Wall St. Rank held Kellanova as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.