Kingsview Wealth Management, LLC Closed Holding Positions

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OSK
Oshkosh Corp

Industrials
Q4 2021 Filed on Feb 17, 2022
2,189
$97.92 - $116.2 $214K - $254K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
566
$373.53 - $434.12 $211K - $246K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Feb 17, 2022
1,316
$248.03 - $268.66 $326K - $354K
TRU
Trans Union

Industrials
Q4 2021 Filed on Feb 17, 2022
2,198
$109.41 - $119.35 $240K - $262K
ARVN
Arvinas, Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
2,867
$65.85 - $96.21 $189K - $276K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
Q4 2021 Filed on Feb 17, 2022
39,237
$35.72 - $38.56 $1.4M - $1.51M
CVNA
Carvana Co.

Consumer Cyclical
Q4 2021 Filed on Feb 17, 2022
754
$204.12 - $303.18 $154K - $229K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
Q4 2021 Filed on Feb 17, 2022
2,039
$96.93 - $106.28 $198K - $217K
TOLZ
Dj Brookfield Global

ETFs
Q4 2021 Filed on Feb 17, 2022
17,148
$44.67 - $47.83 $766K - $820K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
4,960
$182.1 - $202.87 $903K - $1.01M
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Feb 17, 2022
13,411
$36.8 - $40.11 $494K - $538K
Bonanza Creek Energy Inc
Q4 2021 Filed on Feb 17, 2022
23,511
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2021 Filed on Feb 17, 2022
19,986
$41.76 - $45.13 $835K - $902K
ETRN
Equitrans Midstream Corp

Energy
Q4 2021 Filed on Feb 17, 2022
107,324
$9.38 - $11.32 $1.01M - $1.21M
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 17, 2022
1,000
$20.5 - $26.88 $20.5K - $26.9K
PII
Polaris Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 17, 2022
1,782
$102.55 - $132.2 $183K - $236K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
Q4 2021 Filed on Feb 17, 2022
19,668
$40.15 - $44.16 $790K - $869K
FM
Ishares Msci Frontier And Sele

ETFs
Q4 2021 Filed on Feb 17, 2022
30,554
$33.86 - $36.36 $1.03M - $1.11M
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Feb 17, 2022
400
$373.53 - $434.12 $149K - $174K
MNRL
Brigham Minerals, Inc.

Energy
Q4 2021 Filed on Feb 17, 2022
46,673
$19.65 - $24.35 $917K - $1.14M
FLEE
Franklin Templeton ETF Tr

ETFs
Q4 2021 Filed on Feb 17, 2022
27,879
$28.11 - $30.13 $784K - $840K
SPT
Sprout Social, Inc.

Technology
Q4 2021 Filed on Feb 17, 2022
1,906
$82.04 - $142.0 $156K - $271K
TD
Toronto Dominion Bank

Financial Services
Q4 2021 Filed on Feb 17, 2022
7,238
$67.6 - $76.68 $489K - $555K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q4 2021 Filed on Feb 17, 2022
25,227
$32.3 - $34.69 $815K - $875K
Crane CO
Q4 2021 Filed on Feb 17, 2022
14,441
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
12,993
$77.09 - $83.81 $1M - $1.09M
IEV
Ishares Tr Europe ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
15,123
$51.95 - $55.76 $786K - $843K
Cit Group Inc
Q4 2021 Filed on Feb 17, 2022
53,818
N/A
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q4 2021 Filed on Feb 17, 2022
3,897
$86.86 - $104.35 $338K - $407K
SEIC
Sei Investments CO

Financial Services
Q4 2021 Filed on Feb 17, 2022
15,404
$58.31 - $64.89 $898K - $1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Feb 17, 2022
2,000
$29.33 - $34.9 $58.7K - $69.8K
FDD
First Trust Stoxx European Sel

ETFs
Q4 2021 Filed on Feb 17, 2022
56,680
$13.76 - $14.49 $780K - $821K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2021 Filed on Dec 03, 2021
2,352
$131.59 - $156.78 $309K - $369K
L Brands Inc
Q3 2021 Filed on Dec 03, 2021
200
N/A
COUP
Coupa Software Inc

Technology
Q3 2021 Filed on Dec 03, 2021
948
$207.9 - $277.8 $197K - $263K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q3 2021 Filed on Dec 03, 2021
300
$31.48 - $41.58 $9.44K - $12.5K
SDIV
Global X Fds Global X Superdiv

ETFs
Q3 2021 Filed on Dec 03, 2021
54,808
$12.81 - $14.17 $702K - $777K
AL
Air Lease Corp

Industrials
Q3 2021 Filed on Dec 03, 2021
9,690
$36.74 - $43.51 $356K - $422K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Dec 03, 2021
100
$62.19 - $83.24 $6.22K - $8.32K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Dec 03, 2021
2,907
$65.08 - $84.84 $189K - $247K
WIX
Wix.Com Ltd.

Technology
Q3 2021 Filed on Dec 03, 2021
796
$193.88 - $304.71 $154K - $243K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q3 2021 Filed on Dec 03, 2021
11,263
$95.2 - $96.92 $1.07M - $1.09M
TIPT
Tiptree Inc.

Financial Services
Q3 2021 Filed on Dec 03, 2021
128,219
$8.56 - $10.55 $1.1M - $1.35M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
Q3 2021 Filed on Dec 03, 2021
11,668
$24.8 - $25.11 $289K - $293K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q3 2021 Filed on Dec 03, 2021
8,550
$30.85 - $32.8 $264K - $280K
AL
Air Lease Corp

Industrials
Q3 2021 Filed on Dec 03, 2021
200
$36.74 - $43.51 $7.35K - $8.7K
NTES
Net Ease, Inc.

Communication Services
Q3 2021 Filed on Dec 03, 2021
300
$78.92 - $114.41 $23.7K - $34.3K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Dec 03, 2021
2,727
$62.19 - $83.24 $170K - $227K
ILCV
Ishares Morningstar Value ETF

ETFs
Q3 2021 Filed on Dec 03, 2021
4,149
$63.06 - $66.8 $262K - $277K
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