KWM
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Kingsview Wealth Management’s Ardmore Shipping ASC Stock Holding History

Kingsview Wealth Management’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-98,674
Closed -$1.22M – 930
2023
Q2 		$1.22M Buy
+98,674
New +$1.32M 0.05% 348

Other funds holding ASC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's ASC Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Ardmore Shipping (ASC) in Q3 2023, closing a stake of 98,674 shares — an estimated $1.22M sold.

Kingsview Wealth Management first reported a position in ASC in Q2 2023 and held it in 1 quarter. The position peaked at $1.22M in Q2 2023. 137 funds tracked by Wall St. Rank hold ASC as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Ardmore Shipping position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 98,674 Ardmore Shipping shares in Q3 2023, an estimated $1.22M.
  • Kingsview Wealth Management first reported a position in Ardmore Shipping in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Ardmore Shipping position peaked at $1.22M in Q2 2023.
  • 137 funds tracked by Wall St. Rank held Ardmore Shipping as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.