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Kingsview Wealth Management’s Asbury Automotive ABG Stock Holding History

Kingsview Wealth Management’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,219
Closed -$280K – 945
2023
Q3 		$280K Sell
1,219
-82
-6% -$18.7K 0.01% 773
2023
Q2 		$313K Sell
1,301
-10
-0.8% -$2.1K 0.01% 730
2023
Q1 		$275K Buy
+1,311
New +$278K 0.01% 735

Other funds holding ABG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
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

Kingsview Wealth Management's ABG Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Asbury Automotive (ABG) in Q4 2023, closing a stake of 1,219 shares — an estimated $280K sold.

Kingsview Wealth Management first reported a position in ABG in Q1 2023 and held it in 3 quarters. The position peaked at $313K in Q2 2023. 313 funds tracked by Wall St. Rank hold ABG as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Asbury Automotive position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,219 Asbury Automotive shares in Q4 2023, an estimated $280K.
  • Kingsview Wealth Management first reported a position in Asbury Automotive in Q1 2023 and held it in 3 quarters.
  • Kingsview Wealth Management's Asbury Automotive position peaked at $313K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Asbury Automotive as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.