KWM
SEVN

Kingsview Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Kingsview Wealth Management’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,505
Closed -$434K – 1064
2023
Q4 		$434K Buy
+33,505
New +$378K 0.01% 668

Other funds holding SEVN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Kingsview Wealth Management's SEVN Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q1 2024, closing a stake of 33,505 shares — an estimated $434K sold.

Kingsview Wealth Management first reported a position in SEVN in Q4 2023 and held it in 1 quarter. The position peaked at $434K in Q4 2023. 47 funds tracked by Wall St. Rank hold SEVN as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Seven Hills Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 33,505 Seven Hills Realty Trust shares in Q1 2024, an estimated $434K.
  • Kingsview Wealth Management first reported a position in Seven Hills Realty Trust in Q4 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Seven Hills Realty Trust position peaked at $434K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.