KPCM
VIS icon

Kings Point Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Kings Point Capital Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-94
Closed -$19K – 656
2021
Q4 		$19K Buy
+94
New +$18.8K ﹤0.01% 556

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kings Point Capital Management's VIS Position: Q1 2022 in Review

Kings Point Capital Management sold out of Vanguard Industrials ETF (VIS) in Q1 2022, closing a stake of 94 shares — an estimated $19K sold.

Kings Point Capital Management first reported a position in VIS in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 383 funds tracked by Wall St. Rank hold VIS as of Q1 2022.

  • Kings Point Capital Management reported no remaining Vanguard Industrials ETF position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 94 Vanguard Industrials ETF shares in Q1 2022, an estimated $19K.
  • Kings Point Capital Management first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's Vanguard Industrials ETF position peaked at $19K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.