Kingsview Wealth Management’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Kingsview Wealth Management’s Portfolio GRTS Stock Details GRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,000	Closed	-$20.3K	–	1205
2024 Q3	$20.3K	Buy	+35,000	New	+$19.6K	﹤0.01%	1079
2023 Q3	–	Sell	-19,000	Closed	-$37K	–	1019
2023 Q2	$37K	Sell	19,000 -9,000	-32%	-$21.1K	﹤0.01%	896
2023 Q1	$77.8K	Buy	28,000 +1,647	+6%	+$4.71K	﹤0.01%	860
2022 Q4	$90.9K	Buy	26,353 +7,301	+38%	+$20.8K	﹤0.01%	820
2022 Q3	$49K	Buy	+19,052	New	+$60.6K	﹤0.01%	804

Other funds holding GRTS

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q4 2024, closing a stake of 35,000 shares — an estimated $20.3K sold.

Kingsview Wealth Management first reported a position in GRTS in Q3 2022 and held it in 5 quarters. The position peaked at $90.9K in Q4 2022. 6 funds tracked by Wall St. Rank hold GRTS as of Q4 2024.

Kingsview Wealth Management reported no remaining Gritstone bio, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 35,000 Gritstone bio, Inc. Common Stock shares in Q4 2024, an estimated $20.3K.
Kingsview Wealth Management first reported a position in Gritstone bio, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Kingsview Wealth Management's Gritstone bio, Inc. Common Stock position peaked at $90.9K in Q4 2022.
6 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q4 2024.

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