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Kestra Private Wealth Services’s Research Solutions RSSS Stock Holding History

Kestra Private Wealth Services’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,577
Closed -$61.4K – 1283
2023
Q3 		$61.4K Buy
+24,577
New +$54.5K ﹤0.01% 1108

Other funds holding RSSS

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Private Wealth Services's RSSS Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Research Solutions (RSSS) in Q4 2023, closing a stake of 24,577 shares — an estimated $61.4K sold.

Kestra Private Wealth Services first reported a position in RSSS in Q3 2023 and held it in 1 quarter. The position peaked at $61.4K in Q3 2023. 29 funds tracked by Wall St. Rank hold RSSS as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining Research Solutions position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 24,577 Research Solutions shares in Q4 2023, an estimated $61.4K.
  • Kestra Private Wealth Services first reported a position in Research Solutions in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Research Solutions position peaked at $61.4K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Research Solutions as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.