KWM
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Kingsview Wealth Management’s Avis CAR Stock Holding History

Kingsview Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,132
Closed -$490K – 870
2020
Q4 		$490K Buy
+13,132
New +$462K 0.04% 449
2018
Q4 		– Sell
-9,301
Closed -$299K – 385
2018
Q3 		$299K Sell
9,301
-1,125
-11% -$37.5K 0.06% 287
2018
Q2 		$339K Buy
10,426
+1,900
+22% +$82.8K 0.08% 251
2018
Q1 		$399K Buy
8,526
+2,702
+46% +$122K 0.1% 229
2017
Q4 		$256K Buy
+5,824
New +$232K 0.09% 263

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's CAR Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Avis (CAR) in Q1 2021, closing a stake of 13,132 shares — an estimated $490K sold.

Kingsview Wealth Management first reported a position in CAR in Q4 2017 and held it in 5 quarters. The position peaked at $490K in Q4 2020. 243 funds tracked by Wall St. Rank hold CAR as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Avis position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,132 Avis shares in Q1 2021, an estimated $490K.
  • Kingsview Wealth Management first reported a position in Avis in Q4 2017 and held it in 5 quarters.
  • Kingsview Wealth Management's Avis position peaked at $490K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Avis as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.