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Wealthspire Advisors (Maryland)’s Kroger KR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-6,957
Closed -$236K – 523
2020
Q2 		$236K Buy
+6,957
New +$226K 0.02% 385
2020
Q1 		– Sell
-9,198
Closed -$267K – 471
2019
Q4 		$267K Buy
+9,198
New +$244K 0.02% 406
2019
Q2 		– Sell
-7,018
Closed -$173K – 1280
2019
Q1 		$173K Sell
7,018
-21
-0.3% -$575 0.01% 471
2018
Q4 		$194K Sell
7,039
-645
-8% -$18.7K 0.02% 407
2018
Q3 		$224K Buy
7,684
+740
+11% +$22K 0.02% 428
2018
Q2 		$198K Buy
6,944
+720
+12% +$18.1K 0.02% 468
2018
Q1 		$149K Buy
6,224
+103
+2% +$2.8K 0.01% 567
2017
Q4 		$168K Buy
6,121
+1,780
+41% +$41.5K 0.02% 547
2017
Q3 		$87K Sell
4,341
-935
-18% -$21.1K 0.01% 764
2017
Q2 		$123K Sell
5,276
-4,531
-46% -$129K 0.01% 609
2017
Q1 		$289K Sell
9,807
-2,342
-19% -$74.8K 0.04% 293
2016
Q4 		$419K Sell
12,149
-5,447
-31% -$178K 0.06% 203
2016
Q3 		$522K Sell
17,596
-4,532
-20% -$151K 0.08% 163
2016
Q2 		$814K Sell
22,128
-1,222
-5% -$44K 0.14% 111
2016
Q1 		$893K Buy
23,350
+2,584
+12% +$99.7K 0.16% 95
2015
Q4 		$869K Buy
+20,766
New +$805K 0.16% 100

Other funds holding KR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Kroger (KR) in Q3 2020, closing a stake of 6,957 shares — an estimated $236K sold.

Wealthspire Advisors (Maryland) first reported a position in KR in Q4 2015 and held it in 16 quarters. The position peaked at $893K in Q1 2016. 862 funds tracked by Wall St. Rank hold KR as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Kroger position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,957 Kroger shares in Q3 2020, an estimated $236K.
  • Wealthspire Advisors (Maryland) first reported a position in Kroger in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Kroger position peaked at $893K in Q1 2016.
  • 862 funds tracked by Wall St. Rank held Kroger as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.