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Kingsview Wealth Management’s Cracker Barrel CBRL Stock Holding History

Kingsview Wealth Management’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,042
Closed -$381K – 1099
2024
Q2 		$381K Buy
+9,042
New +$485K 0.01% 764

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BCC
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's CBRL Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Cracker Barrel (CBRL) in Q3 2024, closing a stake of 9,042 shares — an estimated $381K sold.

Kingsview Wealth Management first reported a position in CBRL in Q2 2024 and held it in 1 quarter. The position peaked at $381K in Q2 2024. 260 funds tracked by Wall St. Rank hold CBRL as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Cracker Barrel position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,042 Cracker Barrel shares in Q3 2024, an estimated $381K.
  • Kingsview Wealth Management first reported a position in Cracker Barrel in Q2 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Cracker Barrel position peaked at $381K in Q2 2024.
  • 260 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.