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KWM
Kingsview Wealth Management’s
Cboe Global Markets
CBOE
Stock Holding History
Kingsview Wealth Management’s Portfolio
CBOE Stock Details
CBOE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-7,737
Closed
-$1.01M
–
877
2021
Q4
$1.01M
Sell
7,737
-1,400
-15%
-$181K
0.04%
402
2021
Q3
$1.13M
Buy
+9,137
New
+$1.12M
0.05%
332
2020
Q1
–
Sell
-2,004
Closed
-$240K
–
509
2019
Q4
$240K
Hold
2,004
–
–
0.03%
411
2019
Q3
$230K
Sell
2,004
-200
-9%
-$23.1K
0.04%
386
2019
Q2
$228K
Sell
2,204
-500
-18%
-$51.8K
0.04%
369
2019
Q1
$258K
Sell
2,704
-548
-17%
-$52K
0.04%
387
2018
Q4
$318K
Hold
3,252
–
–
0.07%
277
2018
Q3
$312K
Sell
3,252
-500
-13%
-$50.4K
0.06%
284
2018
Q2
$390K
Sell
3,752
-449
-11%
-$47.4K
0.09%
230
2018
Q1
$479K
Sell
4,201
-600
-12%
-$72.9K
0.12%
204
2017
Q4
$598K
Buy
4,801
+151
+3%
+$17.7K
0.21%
149
2017
Q3
$500K
Hold
4,650
–
–
0.22%
139
2017
Q2
$425K
Hold
4,650
–
–
0.22%
139
2017
Q1
$377K
Buy
+4,650
New
+$364K
0.22%
137
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Parnassus Investments
San Francisco, California
$34.1B AUM
20.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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