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WealthShield Partners’s Kraft Heinz KHC Stock Holding History

WealthShield Partners’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-280
Closed -$11K – 494
2021
Q2 		$11K Buy
280
+77
+38% +$3.24K ﹤0.01% 750
2021
Q1 		$8K Buy
+203
New +$7.31K ﹤0.01% 858

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WealthShield Partners's KHC Position: Q3 2021 in Review

WealthShield Partners sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 280 shares — an estimated $11K sold.

WealthShield Partners first reported a position in KHC in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 987 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • WealthShield Partners reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 280 Kraft Heinz shares in Q3 2021, an estimated $11K.
  • WealthShield Partners first reported a position in Kraft Heinz in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Kraft Heinz position peaked at $11K in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.