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Wealthcare Capital Management’s Kroger KR Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-34
Closed -$1K – 386
2021
Q1 		$1K Buy
+34
New +$1.16K ﹤0.01% 686
2020
Q1 		– Sell
-81
Closed -$2K – 466
2019
Q4 		$2K Buy
+81
New +$2.15K ﹤0.01% 494
2015
Q4 		– Sell
-80
Closed -$3K – 238
2015
Q3 		$3K Sell
80
-120
-60% -$4.45K ﹤0.01% 201
2015
Q2 		$7K Sell
200
-2,574
-93% -$93.6K ﹤0.01% 236
2015
Q1 		$106K Buy
+2,774
New +$99K 0.01% 148

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealthcare Capital Management's KR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Kroger (KR) in Q2 2021, closing a stake of 34 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in KR in Q1 2015 and held it in 5 quarters. The position peaked at $106K in Q1 2015. 925 funds tracked by Wall St. Rank hold KR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Kroger position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 34 Kroger shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Kroger in Q1 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Kroger position peaked at $106K in Q1 2015.
  • 925 funds tracked by Wall St. Rank held Kroger as of Q2 2021.

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