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Kingsview Wealth Management’s Universal Health Services UHS Stock Holding History

Kingsview Wealth Management’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,561
Closed -$254K – 658
2020
Q1 		$254K Buy
+2,561
New +$324K 0.03% 389

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Fidelity Investments
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Wellington Management Group
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State Street
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingsview Wealth Management's UHS Position: Q2 2020 in Review

Kingsview Wealth Management sold out of Universal Health Services (UHS) in Q2 2020, closing a stake of 2,561 shares — an estimated $254K sold.

Kingsview Wealth Management first reported a position in UHS in Q1 2020 and held it in 1 quarter. The position peaked at $254K in Q1 2020. 422 funds tracked by Wall St. Rank hold UHS as of Q2 2020.

  • Kingsview Wealth Management reported no remaining Universal Health Services position as of Q2 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,561 Universal Health Services shares in Q2 2020, an estimated $254K.
  • Kingsview Wealth Management first reported a position in Universal Health Services in Q1 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Universal Health Services position peaked at $254K in Q1 2020.
  • 422 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2020.

Based on Kingsview Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.