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IHT Wealth Management’s Kingstone Companies KINS Stock Holding History

IHT Wealth Management’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,383
Closed -$89K – 832
2021
Q3 		$89K Buy
13,383
+76
+0.6% +$552 0.01% 778
2021
Q2 		$104K Sell
13,307
-41
-0.3% -$336 0.01% 908
2021
Q1 		$114K Buy
13,348
+72
+0.5% +$527 0.01% 803
2020
Q4 		$88K Sell
13,276
-3,855
-23% -$24K 0.01% 723
2020
Q3 		$101K Buy
17,131
+113
+0.7% +$634 0.01% 631
2020
Q2 		$75K Sell
17,018
-375
-2% -$1.77K 0.01% 567
2020
Q1 		$89K Buy
17,393
+183
+1% +$1.29K 0.01% 515
2019
Q4 		$133K Sell
17,210
-714
-4% -$5.67K 0.02% 590
2019
Q3 		$153K Sell
17,924
-2,035
-10% -$17.3K 0.02% 565
2019
Q2 		$173K Sell
19,959
-150
-0.7% -$1.6K 0.03% 503
2019
Q1 		$296K Buy
20,109
+2,629
+15% +$42.8K 0.05% 366
2018
Q4 		$309K Sell
17,480
-609
-3% -$10.2K 0.06% 325
2018
Q3 		$344K Hold
18,089
– – 0.07% 296
2018
Q2 		$306K Hold
18,089
– – 0.08% 298
2018
Q1 		$289K Hold
18,089
– – 0.08% 278
2017
Q4 		$366K Hold
18,089
– – 0.1% 251
2017
Q3 		$295K Buy
18,089
+17,914
+10,237% +$277K 0.13% 186
2017
Q2 		$21 Buy
+175
New +$2.65K 0.01% 771

Other funds holding KINS

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

IHT Wealth Management's KINS Position: Q4 2021 in Review

IHT Wealth Management sold out of Kingstone Companies (KINS) in Q4 2021, closing a stake of 13,383 shares — an estimated $89K sold.

IHT Wealth Management first reported a position in KINS in Q2 2017 and held it in 18 quarters. The position peaked at $366K in Q4 2017. 25 funds tracked by Wall St. Rank hold KINS as of Q4 2021.

  • IHT Wealth Management reported no remaining Kingstone Companies position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 13,383 Kingstone Companies shares in Q4 2021, an estimated $89K.
  • IHT Wealth Management first reported a position in Kingstone Companies in Q2 2017 and held it in 18 quarters.
  • IHT Wealth Management's Kingstone Companies position peaked at $366K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held Kingstone Companies as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.