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WealthPLAN Partners’s Kroger KR Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-365
Closed -$17.2K – 753
2023
Q2 		$17.2K Hold
365
– – ﹤0.01% 708
2023
Q1 		$18K Buy
+365
New +$16.7K ﹤0.01% 751
2021
Q1 		– Sell
-8,550
Closed -$286K – 342
2020
Q4 		$286K Buy
8,550
+155
+2% +$5.02K 0.02% 274
2020
Q3 		$269K Buy
8,395
+79
+0.9% +$2.73K 0.03% 268
2020
Q2 		$288K Sell
8,316
-2
-0% -$65 0.03% 250
2020
Q1 		$273K Buy
+8,318
New +$244K 0.04% 208
2016
Q3 		$1.83K Sell
63
-1,035
-94% -$34.4K ﹤0.01% 862
2016
Q2 		$2.36K Buy
+1,098
New +$39.5K ﹤0.01% 2214
2015
Q4 		$1.58K Buy
+1,756
New +$68.1K ﹤0.01% 1506
2015
Q2 		$30K Buy
+824
New +$30K 0.01% 226

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WealthPLAN Partners's KR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kroger (KR) in Q3 2023, closing a stake of 365 shares — an estimated $17.2K sold.

WealthPLAN Partners first reported a position in KR in Q2 2015 and held it in 10 quarters. The position peaked at $288K in Q2 2020. 1,073 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Kroger position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 365 Kroger shares in Q3 2023, an estimated $17.2K.
  • WealthPLAN Partners first reported a position in Kroger in Q2 2015 and held it in 10 quarters.
  • WealthPLAN Partners's Kroger position peaked at $288K in Q2 2020.
  • 1,073 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.