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Kingsview Wealth Management’s Levi Strauss LEVI Stock Holding History

Kingsview Wealth Management’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21,812
Closed -$421K – 551
2019
Q4 		$421K Sell
21,812
-188
-0.9% -$3.35K 0.05% 312
2019
Q3 		$419K Buy
+22,000
New +$408K 0.07% 287

Other funds holding LEVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Kingsview Wealth Management's LEVI Position: Q1 2020 in Review

Kingsview Wealth Management sold out of Levi Strauss (LEVI) in Q1 2020, closing a stake of 21,812 shares — an estimated $421K sold.

Kingsview Wealth Management first reported a position in LEVI in Q3 2019 and held it in 2 quarters. The position peaked at $421K in Q4 2019. 131 funds tracked by Wall St. Rank hold LEVI as of Q1 2020.

  • Kingsview Wealth Management reported no remaining Levi Strauss position as of Q1 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 21,812 Levi Strauss shares in Q1 2020, an estimated $421K.
  • Kingsview Wealth Management first reported a position in Levi Strauss in Q3 2019 and held it in 2 quarters.
  • Kingsview Wealth Management's Levi Strauss position peaked at $421K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.