Wealthstreet Investment Advisors’s Kellanova K Stock Holding History

Wealthstreet Investment Advisors’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,345	Closed	-$555K	–	218
2021 Q1	$555K	Buy	9,345 +106	+1%	+$5.93K	0.05%	239
2020 Q4	$540K	Hold	9,239	–	–	0.05%	236
2020 Q3	$560K	Hold	9,239	–	–	0.06%	207
2020 Q2	$573K	Hold	9,239	–	–	0.07%	194
2020 Q1	$520K	Hold	9,239	–	–	0.08%	181
2019 Q4	$600K	Hold	9,239	–	–	0.07%	214
2019 Q3	$545K	Hold	9,239	–	–	0.07%	209
2019 Q2	$465K	Hold	9,239	–	–	0.06%	234
2019 Q1	$498K	Hold	9,239	–	–	0.07%	228
2018 Q4	$504K	Sell	9,239 -3,727	-29%	-$225K	0.07%	214
2018 Q3	$852K	Hold	12,966	–	–	0.11%	177
2018 Q2	$851K	Hold	12,966	–	–	0.11%	169
2018 Q1	$791K	Hold	12,966	–	–	0.1%	180
2017 Q4	$828K	Buy	+12,966	New	+$780K	0.1%	176

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's K Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Kellanova (K) in Q2 2021, closing a stake of 9,345 shares — an estimated $555K sold.

Wealthstreet Investment Advisors first reported a position in K in Q4 2017 and held it in 14 quarters. The position peaked at $852K in Q3 2018. 814 funds tracked by Wall St. Rank hold K as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Kellanova position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 9,345 Kellanova shares in Q2 2021, an estimated $555K.
Wealthstreet Investment Advisors first reported a position in Kellanova in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Kellanova position peaked at $852K in Q3 2018.
814 funds tracked by Wall St. Rank held Kellanova as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.