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Kingsview Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Kingsview Wealth Management’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,255
Closed -$349K – 690
2020
Q2 		$349K Buy
+6,255
New +$382K 0.03% 412

Other funds holding NWN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingsview Wealth Management's NWN Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Northwest Natural Holdings (NWN) in Q3 2020, closing a stake of 6,255 shares — an estimated $349K sold.

Kingsview Wealth Management first reported a position in NWN in Q2 2020 and held it in 1 quarter. The position peaked at $349K in Q2 2020. 205 funds tracked by Wall St. Rank hold NWN as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Northwest Natural Holdings position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,255 Northwest Natural Holdings shares in Q3 2020, an estimated $349K.
  • Kingsview Wealth Management first reported a position in Northwest Natural Holdings in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Northwest Natural Holdings position peaked at $349K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.