KWM
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Kingsview Wealth Management’s Warrior Met Coal HCC Stock Holding History

Kingsview Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,461
Closed -$211K – 1030
2023
Q4 		$211K Sell
3,461
-612
-15% -$32.3K 0.01% 887
2023
Q3 		$208K Buy
+4,073
New +$171K 0.01% 876

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's HCC Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Warrior Met Coal (HCC) in Q1 2024, closing a stake of 3,461 shares — an estimated $211K sold.

Kingsview Wealth Management first reported a position in HCC in Q3 2023 and held it in 2 quarters. The position peaked at $211K in Q4 2023. 303 funds tracked by Wall St. Rank hold HCC as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Warrior Met Coal position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,461 Warrior Met Coal shares in Q1 2024, an estimated $211K.
  • Kingsview Wealth Management first reported a position in Warrior Met Coal in Q3 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's Warrior Met Coal position peaked at $211K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.