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Kingsview Wealth Management’s Carriage Services CSV Stock Holding History

Kingsview Wealth Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-65,526
Closed -$2.15M – 1125
2024
Q3 		$2.15M Buy
+65,526
New +$2.02M 0.05% 360

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Carriage Services (CSV) in Q4 2024, closing a stake of 65,526 shares — an estimated $2.15M sold.

Kingsview Wealth Management first reported a position in CSV in Q3 2024 and held it in 1 quarter. The position peaked at $2.15M in Q3 2024. 153 funds tracked by Wall St. Rank hold CSV as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Carriage Services position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 65,526 Carriage Services shares in Q4 2024, an estimated $2.15M.
  • Kingsview Wealth Management first reported a position in Carriage Services in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Carriage Services position peaked at $2.15M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Carriage Services as of Q4 2024.

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