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Kingswood Wealth Advisors’s Bakkt Inc BKKT Stock Holding History

Kingswood Wealth Advisors’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,430
Closed -$62.4K – 663
2024
Q1 		$62.4K Sell
5,430
-1,641
-23% -$44.1K 0.01% 604
2023
Q4 		$394K Buy
+7,071
New +$245K 0.04% 401

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Jane Street
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BlackRock
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Renaissance Technologies
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingswood Wealth Advisors's BKKT Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Bakkt Inc (BKKT) in Q2 2024, closing a stake of 5,430 shares — an estimated $62.4K sold.

Kingswood Wealth Advisors first reported a position in BKKT in Q4 2023 and held it in 2 quarters. The position peaked at $394K in Q4 2023. 56 funds tracked by Wall St. Rank hold BKKT as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Bakkt Inc position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,430 Bakkt Inc shares in Q2 2024, an estimated $62.4K.
  • Kingswood Wealth Advisors first reported a position in Bakkt Inc in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Bakkt Inc position peaked at $394K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.