Kingsview Wealth Management’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-31,812	Closed	-$2.24M	–	1170
2024 Q4	$2.24M	Buy	+31,812	New	+$2.27M	0.04%	366
2024 Q3	–	Sell	-4,169	Closed	-$267K	–	1146
2024 Q2	$267K	Sell	4,169 -659	-14%	-$45.2K	0.01%	879
2024 Q1	$383K	Sell	4,828 -79,393	-94%	-$6.4M	0.01%	737
2023 Q4	$7.4M	Buy	84,221 +26,917	+47%	+$2.14M	0.22%	114
2023 Q3	$4.2M	Buy	57,304 +14,152	+33%	+$1.07M	0.15%	160
2023 Q2	$3.25M	Buy	43,152 +1,206	+3%	+$86.1K	0.13%	177
2023 Q1	$3.38M	Buy	+41,946	New	+$3.33M	0.14%	163
2022 Q2	–	Sell	-9,291	Closed	-$1.06M	–	902
2022 Q1	$1.06M	Buy	9,291 +1,482	+19%	+$171K	0.05%	376
2021 Q4	$871K	Buy	+7,809	New	+$869K	0.04%	443
2021 Q2	–	Sell	-9,977	Closed	-$775K	–	1000
2021 Q1	$775K	Buy	+9,977	New	+$723K	0.04%	405
2020 Q3	–	Sell	-5,728	Closed	-$303K	–	699
2020 Q2	$303K	Buy	+5,728	New	+$272K	0.03%	434

Other funds holding RHI

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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Boston Partners

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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return