KWM
FUN icon

Kingsview Wealth Management’s Cedar Fair FUN Stock Holding History

Kingsview Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,159
Closed -$249K – 1125
2024
Q4 		$249K Buy
5,159
+29
+0.6% +$1.27K ﹤0.01% 973
2024
Q3 		$207K Sell
5,130
-700
-12% -$32K ﹤0.01% 1030
2024
Q2 		$317K Sell
5,830
-2,200
-27% -$94.7K 0.01% 817
2024
Q1 		$336K Sell
8,030
-1,300
-14% -$53K 0.01% 781
2023
Q4 		$371K Sell
9,330
-1,859
-17% -$69.9K 0.01% 711
2023
Q3 		$414K Sell
11,189
-2,200
-16% -$85.8K 0.01% 670
2023
Q2 		$535K Sell
13,389
-2,400
-15% -$102K 0.02% 572
2023
Q1 		$721K Hold
15,789
– – 0.03% 479
2022
Q4 		$653K Hold
15,789
– – 0.03% 442
2022
Q3 		$650K Hold
15,789
– – 0.03% 437
2022
Q2 		$693K Hold
15,789
– – 0.03% 459
2022
Q1 		$865K Sell
15,789
-609
-4% -$32.6K 0.04% 432
2021
Q4 		$821K Sell
16,398
-31
-0.2% -$1.48K 0.03% 454
2021
Q3 		$762K Hold
16,429
– – 0.04% 450
2021
Q2 		$744K Hold
16,429
– – 0.04% 454
2021
Q1 		$815K Hold
16,429
– – 0.05% 387
2020
Q4 		$646K Sell
16,429
-125
-0.8% -$4.16K 0.05% 382
2020
Q3 		$465K Sell
16,554
-275
-2% -$7.63K 0.04% 375
2020
Q2 		$463K Buy
16,829
+351
+2% +$9.99K 0.05% 343
2020
Q1 		$302K Buy
+16,478
New +$724K 0.04% 358

Other funds holding FUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Kingsview Wealth Management's FUN Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Cedar Fair (FUN) in Q1 2025, closing a stake of 5,159 shares — an estimated $249K sold.

Kingsview Wealth Management first reported a position in FUN in Q1 2020 and held it in 20 quarters. The position peaked at $865K in Q1 2022. 330 funds tracked by Wall St. Rank hold FUN as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Cedar Fair position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,159 Cedar Fair shares in Q1 2025, an estimated $249K.
  • Kingsview Wealth Management first reported a position in Cedar Fair in Q1 2020 and held it in 20 quarters.
  • Kingsview Wealth Management's Cedar Fair position peaked at $865K in Q1 2022.
  • 330 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.