CPA
KWY

Capital Performance Advisors’s Kingsway Corp KWY Stock Holding History

Capital Performance Advisors’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41
Closed -$339 – 1463
2024
Q3 		$339 Buy
+41
New +$333 ﹤0.01% 2418

Other funds holding KWY

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's KWY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kingsway Corp (KWY) in Q4 2024, closing a stake of 41 shares — an estimated $339 sold.

Capital Performance Advisors first reported a position in KWY in Q3 2024 and held it in 1 quarter. The position peaked at $339 in Q3 2024. 59 funds tracked by Wall St. Rank hold KWY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kingsway Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 41 Kingsway Corp shares in Q4 2024, an estimated $339.
  • Capital Performance Advisors first reported a position in Kingsway Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kingsway Corp position peaked at $339 in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Kingsway Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.