KWM
BC icon

Kingsview Wealth Management’s Brunswick BC Stock Holding History

Kingsview Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-98,885
Closed -$8.29M – 1106
2024
Q3 		$8.29M Buy
98,885
+4,535
+5% +$352K 0.17% 125
2024
Q2 		$6.87M Buy
+94,350
New +$7.7M 0.16% 140
2021
Q4 		– Sell
-7,928
Closed -$755K – 960
2021
Q3 		$755K Buy
+7,928
New +$789K 0.04% 452

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingsview Wealth Management's BC Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Brunswick (BC) in Q4 2024, closing a stake of 98,885 shares — an estimated $8.29M sold.

Kingsview Wealth Management first reported a position in BC in Q3 2021 and held it in 3 quarters. The position peaked at $8.29M in Q3 2024. 384 funds tracked by Wall St. Rank hold BC as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Brunswick position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 98,885 Brunswick shares in Q4 2024, an estimated $8.29M.
  • Kingsview Wealth Management first reported a position in Brunswick in Q3 2021 and held it in 3 quarters.
  • Kingsview Wealth Management's Brunswick position peaked at $8.29M in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Brunswick as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.