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Kingsview Wealth Management’s Wabash National WNC Stock Holding History

Kingsview Wealth Management’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,483
Closed -$217K – 1080
2023
Q4 		$217K Sell
8,483
-5,125
-38% -$116K 0.01% 876
2023
Q3 		$287K Sell
13,608
-273
-2% -$6.28K 0.01% 759
2023
Q2 		$356K Sell
13,881
-93,038
-87% -$2.29M 0.01% 692
2023
Q1 		$2.63M Buy
106,919
+74,369
+228% +$1.93M 0.11% 198
2022
Q4 		$736K Buy
+32,550
New +$706K 0.03% 412
2020
Q4 		– Sell
-59,170
Closed -$708K – 792
2020
Q3 		$708K Buy
+59,170
New +$696K 0.06% 292

Other funds holding WNC

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Wabash National (WNC) in Q1 2024, closing a stake of 8,483 shares — an estimated $217K sold.

Kingsview Wealth Management first reported a position in WNC in Q3 2020 and held it in 6 quarters. The position peaked at $2.63M in Q1 2023. 239 funds tracked by Wall St. Rank hold WNC as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Wabash National position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,483 Wabash National shares in Q1 2024, an estimated $217K.
  • Kingsview Wealth Management first reported a position in Wabash National in Q3 2020 and held it in 6 quarters.
  • Kingsview Wealth Management's Wabash National position peaked at $2.63M in Q1 2023.
  • 239 funds tracked by Wall St. Rank held Wabash National as of Q1 2024.

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