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Kingsview Wealth Management’s FTC Solar FTCI Stock Holding History

Kingsview Wealth Management’s Portfolio FTCI Stock Details FTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,626
Closed -$376K – 851
2022
Q1 		$376K Buy
7,626
+3,440
+82% +$172K 0.02% 638
2021
Q4 		$316K Buy
+4,186
New +$343K 0.01% 707

Other funds holding FTCI

HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kingsview Wealth Management's FTCI Position: Q2 2022 in Review

Kingsview Wealth Management sold out of FTC Solar (FTCI) in Q2 2022, closing a stake of 7,626 shares — an estimated $376K sold.

Kingsview Wealth Management first reported a position in FTCI in Q4 2021 and held it in 2 quarters. The position peaked at $376K in Q1 2022. 83 funds tracked by Wall St. Rank hold FTCI as of Q2 2022.

  • Kingsview Wealth Management reported no remaining FTC Solar position as of Q2 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,626 FTC Solar shares in Q2 2022, an estimated $376K.
  • Kingsview Wealth Management first reported a position in FTC Solar in Q4 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's FTC Solar position peaked at $376K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held FTC Solar as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.