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Kingswood Wealth Advisors’s IMAX IMAX Stock Holding History

Kingswood Wealth Advisors’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,134
Closed -$496K – 891
2025
Q3 		$496K Buy
+15,134
New +$429K 0.03% 479

Other funds holding IMAX

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Kingswood Wealth Advisors's IMAX Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of IMAX (IMAX) in Q4 2025, closing a stake of 15,134 shares — an estimated $496K sold.

Kingswood Wealth Advisors first reported a position in IMAX in Q3 2025 and held it in 1 quarter. The position peaked at $496K in Q3 2025. 238 funds tracked by Wall St. Rank hold IMAX as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining IMAX position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 15,134 IMAX shares in Q4 2025, an estimated $496K.
  • Kingswood Wealth Advisors first reported a position in IMAX in Q3 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's IMAX position peaked at $496K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held IMAX as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.