WR Wealth Planners’s Krispy Kreme DNUT Stock Holding History

WR Wealth Planners’s Portfolio DNUT Stock Details DNUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23	Closed	-$350	–	1165
2024 Q1	$350	Buy	+23	New	+$307	﹤0.01%	1080

Other funds holding DNUT

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

WR Wealth Planners's DNUT Position: Q2 2024 in Review

WR Wealth Planners sold out of Krispy Kreme (DNUT) in Q2 2024, closing a stake of 23 shares — an estimated $350 sold.

WR Wealth Planners first reported a position in DNUT in Q1 2024 and held it in 1 quarter. The position peaked at $350 in Q1 2024. 145 funds tracked by Wall St. Rank hold DNUT as of Q2 2024.

WR Wealth Planners reported no remaining Krispy Kreme position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 23 Krispy Kreme shares in Q2 2024, an estimated $350.
WR Wealth Planners first reported a position in Krispy Kreme in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Krispy Kreme position peaked at $350 in Q1 2024.
145 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.