Kingsview Wealth Management’s Resources Connection RGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-62,797	Closed	-$1.14M	–	893
2022 Q3	$1.14M	Buy	+62,797	New	+$1.26M	0.05%	306
2021 Q2	–	Sell	-78,016	Closed	-$1.07M	–	998
2021 Q1	$1.07M	Buy	+78,016	New	+$1.01M	0.06%	316
2020 Q4	–	Sell	-28,016	Closed	-$324K	–	774
2020 Q3	$324K	Buy	+28,016	New	+$333K	0.03%	459

Other funds holding RGP

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kingsview Wealth Management's RGP Position: Q4 2022 in Review

Kingsview Wealth Management sold out of Resources Connection (RGP) in Q4 2022, closing a stake of 62,797 shares — an estimated $1.14M sold.

Kingsview Wealth Management first reported a position in RGP in Q3 2020 and held it in 3 quarters. The position peaked at $1.14M in Q3 2022. 178 funds tracked by Wall St. Rank hold RGP as of Q4 2022.

Kingsview Wealth Management reported no remaining Resources Connection position as of Q4 2022 after selling out during the quarter.
Kingsview Wealth Management sold 62,797 Resources Connection shares in Q4 2022, an estimated $1.14M.
Kingsview Wealth Management first reported a position in Resources Connection in Q3 2020 and held it in 3 quarters.
Kingsview Wealth Management's Resources Connection position peaked at $1.14M in Q3 2022.
178 funds tracked by Wall St. Rank held Resources Connection as of Q4 2022.

Based on Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.