KWM
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Kingsview Wealth Management’s Silvercrest Asset Management SAMG Stock Holding History

Kingsview Wealth Management’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,349
Closed -$222K – 1006
2021
Q1 		$222K Buy
+15,349
New +$226K 0.01% 738

Other funds holding SAMG

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kingsview Wealth Management's SAMG Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Silvercrest Asset Management (SAMG) in Q2 2021, closing a stake of 15,349 shares — an estimated $222K sold.

Kingsview Wealth Management first reported a position in SAMG in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 64 funds tracked by Wall St. Rank hold SAMG as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Silvercrest Asset Management position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,349 Silvercrest Asset Management shares in Q2 2021, an estimated $222K.
  • Kingsview Wealth Management first reported a position in Silvercrest Asset Management in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Silvercrest Asset Management position peaked at $222K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.