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Kingsview Wealth Management’s Dillards DDS Stock Holding History

Kingsview Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-642
Closed -$208K – 898
2022
Q4 		$208K Buy
+642
New +$209K 0.01% 781

Other funds holding DDS

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Kingsview Wealth Management's DDS Position: Q1 2023 in Review

Kingsview Wealth Management sold out of Dillards (DDS) in Q1 2023, closing a stake of 642 shares — an estimated $208K sold.

Kingsview Wealth Management first reported a position in DDS in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 231 funds tracked by Wall St. Rank hold DDS as of Q1 2023.

  • Kingsview Wealth Management reported no remaining Dillards position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 642 Dillards shares in Q1 2023, an estimated $208K.
  • Kingsview Wealth Management first reported a position in Dillards in Q4 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Dillards position peaked at $208K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held Dillards as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.