Kingswood Wealth Advisors’s Fastenal FAST Stock Holding History

Kingswood Wealth Advisors’s Portfolio FAST Stock Details FAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,868	Closed	-$226K	–	678
2024 Q1	$226K	Buy	+5,868	New	+$207K	0.03%	553

Other funds holding FAST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Kingswood Wealth Advisors sold out of Fastenal (FAST) in Q2 2024, closing a stake of 5,868 shares — an estimated $226K sold.

Kingswood Wealth Advisors first reported a position in FAST in Q1 2024 and held it in 1 quarter. The position peaked at $226K in Q1 2024. 1,150 funds tracked by Wall St. Rank hold FAST as of Q2 2024.

Kingswood Wealth Advisors reported no remaining Fastenal position as of Q2 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 5,868 Fastenal shares in Q2 2024, an estimated $226K.
Kingswood Wealth Advisors first reported a position in Fastenal in Q1 2024 and held it in 1 quarter.
Kingswood Wealth Advisors's Fastenal position peaked at $226K in Q1 2024.
1,150 funds tracked by Wall St. Rank held Fastenal as of Q2 2024.

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