Kingsview Wealth Management’s Pzena Investment Management, Inc. Class A PZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,074
| Closed | -$88.8K | – | 938 |
|
2022
Q1 | $88.8K | Sell |
11,074
-2,348
| -17% | -$18.8K | ﹤0.01% | 836 |
|
2021
Q4 | $127K | Sell |
13,422
-386
| -3% | -$3.65K | 0.01% | 864 |
|
2021
Q3 | $136K | Sell |
13,808
-1,147
| -8% | -$11.3K | 0.01% | 813 |
|
2021
Q2 | $167K | Sell |
14,955
-148,089
| -91% | -$1.65M | 0.01% | 833 |
|
2021
Q1 | $1.83M | Buy |
+163,044
| New | +$1.83M | 0.1% | 206 |
|