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Kingsview Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Kingsview Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,714
Closed -$315K – 934
2023
Q1 		$315K Buy
+22,714
New +$299K 0.01% 699
2022
Q4 		– Sell
-17,518
Closed -$212K – 867
2022
Q3 		$212K Buy
+17,518
New +$258K 0.01% 741

Other funds holding HCSG

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 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 HCSG Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2023, closing a stake of 22,714 shares — an estimated $315K sold.

Kingsview Wealth Management first reported a position in HCSG in Q3 2022 and held it in 2 quarters. The position peaked at $315K in Q1 2023. 203 funds tracked by Wall St. Rank hold HCSG as of Q2 2023.

  • Kingsview Wealth Management reported no remaining Healthcare Services Group position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 22,714 Healthcare Services Group shares in Q2 2023, an estimated $315K.
  • Kingsview Wealth Management first reported a position in Healthcare Services Group in Q3 2022 and held it in 2 quarters.
  • Kingsview Wealth Management's Healthcare Services Group position peaked at $315K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.