KWM
SHYF

Kingsview Wealth Management’s The Shyft Group SHYF Stock Holding History

Kingsview Wealth Management’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,353
Closed -$410K – 999
2021
Q4 		$410K Buy
+8,353
New +$382K 0.02% 633

Other funds holding SHYF

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kingsview Wealth Management's SHYF Position: Q1 2022 in Review

Kingsview Wealth Management sold out of The Shyft Group (SHYF) in Q1 2022, closing a stake of 8,353 shares — an estimated $410K sold.

Kingsview Wealth Management first reported a position in SHYF in Q4 2021 and held it in 1 quarter. The position peaked at $410K in Q4 2021. 206 funds tracked by Wall St. Rank hold SHYF as of Q1 2022.

  • Kingsview Wealth Management reported no remaining The Shyft Group position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,353 The Shyft Group shares in Q1 2022, an estimated $410K.
  • Kingsview Wealth Management first reported a position in The Shyft Group in Q4 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's The Shyft Group position peaked at $410K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.