KWM
PE

Kingsview Wealth Management’s PARSLEY ENERGY INC PE Stock Holding History

Kingsview Wealth Management’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-40,094
Closed -$375K – 801
2020
Q3 		$375K Buy
+40,094
New +$429K 0.03% 431

Other funds holding PE

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Invesco
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kingsview Wealth Management's PE Position: Q4 2020 in Review

Kingsview Wealth Management sold out of PARSLEY ENERGY INC (PE) in Q4 2020, closing a stake of 40,094 shares — an estimated $375K sold.

Kingsview Wealth Management first reported a position in PE in Q3 2020 and held it in 1 quarter. The position peaked at $375K in Q3 2020. 310 funds tracked by Wall St. Rank hold PE as of Q4 2020.

  • Kingsview Wealth Management reported no remaining PARSLEY ENERGY INC position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 40,094 PARSLEY ENERGY INC shares in Q4 2020, an estimated $375K.
  • Kingsview Wealth Management first reported a position in PARSLEY ENERGY INC in Q3 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's PARSLEY ENERGY INC position peaked at $375K in Q3 2020.
  • 310 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.