Kingsview Wealth Management’s Trekor Metals TGB Stock Holding History

Kingsview Wealth Management’s Portfolio TGB Stock Details TGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,245	Closed	-$17K	–	975
2023 Q1	$17K	Hold	10,245	–	–	﹤0.01%	876
2022 Q4	$15.1K	Hold	10,245	–	–	﹤0.01%	835
2022 Q3	$12K	Sell	10,245 -3,333	-25%	-$3.62K	﹤0.01%	809
2022 Q2	$15K	Hold	13,578	–	–	﹤0.01%	805
2022 Q1	$31.1K	Hold	13,578	–	–	﹤0.01%	849
2021 Q4	$28K	Hold	13,578	–	–	﹤0.01%	923
2021 Q3	$26K	Hold	13,578	–	–	﹤0.01%	835
2021 Q2	$28K	Hold	13,578	–	–	﹤0.01%	854
2021 Q1	$25K	Buy	+13,578	New	+$21.2K	﹤0.01%	807

Other funds holding TGB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kingsview Wealth Management's TGB Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Trekor Metals (TGB) in Q2 2023, closing a stake of 10,245 shares — an estimated $17K sold.

Kingsview Wealth Management first reported a position in TGB in Q1 2021 and held it in 9 quarters. The position peaked at $31.1K in Q1 2022. 90 funds tracked by Wall St. Rank hold TGB as of Q2 2023.

Kingsview Wealth Management reported no remaining Trekor Metals position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 10,245 Trekor Metals shares in Q2 2023, an estimated $17K.
Kingsview Wealth Management first reported a position in Trekor Metals in Q1 2021 and held it in 9 quarters.
Kingsview Wealth Management's Trekor Metals position peaked at $31.1K in Q1 2022.
90 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.