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Wealthcare Advisory Partners’s Kenvue KVUE Stock Holding History

Wealthcare Advisory Partners’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,340
Closed -$285K – 914
2024
Q3 		$285K Sell
12,340
-2,751
-18% -$57K 0.01% 739
2024
Q2 		$274K Sell
15,091
-3,971
-21% -$76.9K 0.01% 702
2024
Q1 		$409K Sell
19,062
-9,084
-32% -$184K 0.01% 577
2023
Q4 		$606K Sell
28,146
-615
-2% -$12.3K 0.02% 447
2023
Q3 		$578K Buy
+28,761
New +$666K 0.03% 397

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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

Wealthcare Advisory Partners's KVUE Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Kenvue (KVUE) in Q4 2024, closing a stake of 12,340 shares — an estimated $285K sold.

Wealthcare Advisory Partners first reported a position in KVUE in Q3 2023 and held it in 5 quarters. The position peaked at $606K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Kenvue position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 12,340 Kenvue shares in Q4 2024, an estimated $285K.
  • Wealthcare Advisory Partners first reported a position in Kenvue in Q3 2023 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Kenvue position peaked at $606K in Q4 2023.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.