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Wetzel Investment Advisors’s Campbell Soup CPB Stock Holding History

Wetzel Investment Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$4.45K – 268
2024
Q2 		$4.45K Hold
100
– – ﹤0.01% 606
2024
Q1 		$4.37K Hold
100
– – ﹤0.01% 703
2023
Q4 		$4K Buy
+100
New +$4.11K ﹤0.01% 720

Other funds holding CPB

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wetzel Investment Advisors's CPB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Campbell Soup (CPB) in Q3 2024, closing a stake of 100 shares — an estimated $4.45K sold.

Wetzel Investment Advisors first reported a position in CPB in Q4 2023 and held it in 3 quarters. The position peaked at $4.45K in Q2 2024. 651 funds tracked by Wall St. Rank hold CPB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Campbell Soup position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 100 Campbell Soup shares in Q3 2024, an estimated $4.45K.
  • Wetzel Investment Advisors first reported a position in Campbell Soup in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Campbell Soup position peaked at $4.45K in Q2 2024.
  • 651 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.