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Kingsview Wealth Management’s PetMed Express PETS Stock Holding History

Kingsview Wealth Management’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32,743
Closed -$532K – 961
2023
Q1 		$532K Buy
+32,743
New +$617K 0.02% 559
2020
Q3 		– Sell
-11,688
Closed -$417K – 695
2020
Q2 		$417K Buy
+11,688
New +$406K 0.04% 369

Other funds holding PETS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingsview Wealth Management's PETS Position: Q2 2023 in Review

Kingsview Wealth Management sold out of PetMed Express (PETS) in Q2 2023, closing a stake of 32,743 shares — an estimated $532K sold.

Kingsview Wealth Management first reported a position in PETS in Q2 2020 and held it in 2 quarters. The position peaked at $532K in Q1 2023. 149 funds tracked by Wall St. Rank hold PETS as of Q2 2023.

  • Kingsview Wealth Management reported no remaining PetMed Express position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 32,743 PetMed Express shares in Q2 2023, an estimated $532K.
  • Kingsview Wealth Management first reported a position in PetMed Express in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's PetMed Express position peaked at $532K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held PetMed Express as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.