Kingsview Wealth Management’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Kingsview Wealth Management’s Portfolio PZN Stock Details PZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,074	Closed	-$88.8K	–	941
2022 Q1	$88.8K	Sell	11,074 -2,348	-17%	-$21.4K	﹤0.01%	837
2021 Q4	$127K	Sell	13,422 -386	-3%	-$4.01K	0.01%	882
2021 Q3	$136K	Sell	13,808 -1,147	-8%	-$12.3K	0.01%	814
2021 Q2	$167K	Sell	14,955 -148,089	-91%	-$1.63M	0.01%	834
2021 Q1	$1.83M	Buy	+163,044	New	+$1.53M	0.1%	206

Other funds holding PZN

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Kingsview Wealth Management's PZN Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Pzena Investment Management, Inc. Class A (PZN) in Q2 2022, closing a stake of 11,074 shares — an estimated $88.8K sold.

Kingsview Wealth Management first reported a position in PZN in Q1 2021 and held it in 5 quarters. The position peaked at $1.83M in Q1 2021. 67 funds tracked by Wall St. Rank hold PZN as of Q2 2022.

Kingsview Wealth Management reported no remaining Pzena Investment Management, Inc. Class A position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 11,074 Pzena Investment Management, Inc. Class A shares in Q2 2022, an estimated $88.8K.
Kingsview Wealth Management first reported a position in Pzena Investment Management, Inc. Class A in Q1 2021 and held it in 5 quarters.
Kingsview Wealth Management's Pzena Investment Management, Inc. Class A position peaked at $1.83M in Q1 2021.
67 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.