KWM
SCS

Kingsview Wealth Management’s Steelcase SCS Stock Holding History

Kingsview Wealth Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-185,523
Closed -$2.43M – 1109
2024
Q1 		$2.43M Buy
+185,523
New +$2.38M 0.06% 297

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's SCS Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Steelcase (SCS) in Q2 2024, closing a stake of 185,523 shares — an estimated $2.43M sold.

Kingsview Wealth Management first reported a position in SCS in Q1 2024 and held it in 1 quarter. The position peaked at $2.43M in Q1 2024. 218 funds tracked by Wall St. Rank hold SCS as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Steelcase position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 185,523 Steelcase shares in Q2 2024, an estimated $2.43M.
  • Kingsview Wealth Management first reported a position in Steelcase in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Steelcase position peaked at $2.43M in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Steelcase as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.