KWM
NS

Kingsview Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Kingsview Wealth Management’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,160
Closed -$236K – 1134
2024
Q1 		$236K Buy
+10,160
New +$224K 0.01% 910
2023
Q4 		– Sell
-10,492
Closed -$183K – 1035
2023
Q3 		$183K Buy
+10,492
New +$179K 0.01% 894

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kingsview Wealth Management's NS Position: Q2 2024 in Review

Kingsview Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 10,160 shares — an estimated $236K sold.

Kingsview Wealth Management first reported a position in NS in Q3 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Kingsview Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,160 NuStar Energy L.P. shares in Q2 2024, an estimated $236K.
  • Kingsview Wealth Management first reported a position in NuStar Energy L.P. in Q3 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's NuStar Energy L.P. position peaked at $236K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.