WIA
KR icon

Wetzel Investment Advisors’s Kroger KR Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-198
Closed -$11.3K – 542
2024
Q2 		$11.3K Hold
198
– – 0.01% 442
2024
Q1 		$11K Hold
198
– – 0.01% 509
2023
Q4 		$9K Buy
+198
New +$8.79K 0.01% 552

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Kroger (KR) in Q3 2024, closing a stake of 198 shares — an estimated $11.3K sold.

Wetzel Investment Advisors first reported a position in KR in Q4 2023 and held it in 3 quarters. The position peaked at $11.3K in Q2 2024. 1,203 funds tracked by Wall St. Rank hold KR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Kroger position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 198 Kroger shares in Q3 2024, an estimated $11.3K.
  • Wetzel Investment Advisors first reported a position in Kroger in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Kroger position peaked at $11.3K in Q2 2024.
  • 1,203 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

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