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Castle Wealth Management’s Kinsale Capital Group KNSL Stock Holding History

Castle Wealth Management’s Portfolio KNSL Stock Details KNSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed -$1K – 379
2022
Q3 		$1K Hold
3
– – ﹤0.01% 629
2022
Q2 		$1K Buy
+3
New +$663 ﹤0.01% 626

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State Street
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GCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's KNSL Position: Q4 2022 in Review

Castle Wealth Management sold out of Kinsale Capital Group (KNSL) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in KNSL in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 385 funds tracked by Wall St. Rank hold KNSL as of Q4 2022.

  • Castle Wealth Management reported no remaining Kinsale Capital Group position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 3 Kinsale Capital Group shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Kinsale Capital Group in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Kinsale Capital Group position peaked at $1K in Q3 2022.
  • 385 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.