KWM
PPBT

Kingsview Wealth Management’s Purple Biotech PPBT Stock Holding History

Kingsview Wealth Management’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8
Closed -$18K – 697
2020
Q2 		$18K Hold
8
– – ﹤0.01% 566
2020
Q1 		$5K Hold
8
– – ﹤0.01% 468
2019
Q4 		$13K Hold
8
– – ﹤0.01% 463
2019
Q3 		$12K Hold
8
– – ﹤0.01% 418
2019
Q2 		$16K Buy
8
+2
+33% +$3.98K ﹤0.01% 414
2019
Q1 		$14K Buy
+6
New +$14.4K ﹤0.01% 448

Other funds holding PPBT

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Purple Biotech (PPBT) in Q3 2020, closing a stake of 8 shares — an estimated $18K sold.

Kingsview Wealth Management first reported a position in PPBT in Q1 2019 and held it in 6 quarters. The position peaked at $18K in Q2 2020. 15 funds tracked by Wall St. Rank hold PPBT as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Purple Biotech position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 8 Purple Biotech shares in Q3 2020, an estimated $18K.
  • Kingsview Wealth Management first reported a position in Purple Biotech in Q1 2019 and held it in 6 quarters.
  • Kingsview Wealth Management's Purple Biotech position peaked at $18K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held Purple Biotech as of Q3 2020.

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