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Kingswood Wealth Advisors’s Camping World CWH Stock Holding History

Kingswood Wealth Advisors’s Portfolio CWH Stock Details CWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,696
Closed -$493K – 668
2024
Q1 		$493K Sell
17,696
-1
-0% -$26 0.06% 353
2023
Q4 		$465K Buy
+17,697
New +$371K 0.05% 363
2023
Q3 		– Sell
-14,854
Closed -$447K – 439
2023
Q2 		$447K Buy
+14,854
New +$374K 0.14% 148

Other funds holding CWH

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
IP
Interval Partners New York $3.88B AUM 27.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of Camping World (CWH) in Q2 2024, closing a stake of 17,696 shares — an estimated $493K sold.

Kingswood Wealth Advisors first reported a position in CWH in Q2 2023 and held it in 3 quarters. The position peaked at $493K in Q1 2024. 201 funds tracked by Wall St. Rank hold CWH as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Camping World position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 17,696 Camping World shares in Q2 2024, an estimated $493K.
  • Kingswood Wealth Advisors first reported a position in Camping World in Q2 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Camping World position peaked at $493K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Camping World as of Q2 2024.

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