KWM
KBAL

Kingsview Wealth Management’s Kimball International KBAL Stock Holding History

Kingsview Wealth Management’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-96,080
Closed -$1.34M – 1033
2021
Q1 		$1.34M Buy
+96,080
New +$1.25M 0.08% 267

Other funds holding KBAL

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Kingsview Wealth Management's KBAL Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Kimball International (KBAL) in Q2 2021, closing a stake of 96,080 shares — an estimated $1.34M sold.

Kingsview Wealth Management first reported a position in KBAL in Q1 2021 and held it in 1 quarter. The position peaked at $1.34M in Q1 2021. 115 funds tracked by Wall St. Rank hold KBAL as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Kimball International position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 96,080 Kimball International shares in Q2 2021, an estimated $1.34M.
  • Kingsview Wealth Management first reported a position in Kimball International in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Kimball International position peaked at $1.34M in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.