KWM
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Kingsview Wealth Management’s Snap SNAP Stock Holding History

Kingsview Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,763
Closed -$139K – 1000
2023
Q2 		$139K Sell
11,763
-5,362
-31% -$53.9K 0.01% 873
2023
Q1 		$192K Buy
+17,125
New +$180K 0.01% 830
2021
Q4 		– Sell
-2,971
Closed -$219K – 1035
2021
Q3 		$219K Buy
+2,971
New +$215K 0.01% 781

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return

Kingsview Wealth Management's SNAP Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Snap (SNAP) in Q3 2023, closing a stake of 11,763 shares — an estimated $139K sold.

Kingsview Wealth Management first reported a position in SNAP in Q3 2021 and held it in 3 quarters. The position peaked at $219K in Q3 2021. 531 funds tracked by Wall St. Rank hold SNAP as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Snap position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,763 Snap shares in Q3 2023, an estimated $139K.
  • Kingsview Wealth Management first reported a position in Snap in Q3 2021 and held it in 3 quarters.
  • Kingsview Wealth Management's Snap position peaked at $219K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Snap as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.