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Kingsview Wealth Management’s Nelnet NNI Stock Holding History

Kingsview Wealth Management’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,071
Closed -$2.61M – 1157
2024
Q3 		$2.61M Buy
+23,071
New +$2.53M 0.06% 307

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return
GAI
General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Nelnet (NNI) in Q4 2024, closing a stake of 23,071 shares — an estimated $2.61M sold.

Kingsview Wealth Management first reported a position in NNI in Q3 2024 and held it in 1 quarter. The position peaked at $2.61M in Q3 2024. 164 funds tracked by Wall St. Rank hold NNI as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Nelnet position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 23,071 Nelnet shares in Q4 2024, an estimated $2.61M.
  • Kingsview Wealth Management first reported a position in Nelnet in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Nelnet position peaked at $2.61M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Nelnet as of Q4 2024.

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