KWA
MFV

Kingswood Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Kingswood Wealth Advisors’s Portfolio MFV Stock Details MFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$169K – 714
2023
Q4 		$169K Buy
+15,000
New +$59.7K 0.02% 594

Other funds holding MFV

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Kingswood Wealth Advisors's MFV Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of MFS SPECIAL VALUE TRUST (MFV) in Q1 2024, closing a stake of 15,000 shares — an estimated $169K sold.

Kingswood Wealth Advisors first reported a position in MFV in Q4 2023 and held it in 1 quarter. The position peaked at $169K in Q4 2023. 24 funds tracked by Wall St. Rank hold MFV as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining MFS SPECIAL VALUE TRUST position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 15,000 MFS SPECIAL VALUE TRUST shares in Q1 2024, an estimated $169K.
  • Kingswood Wealth Advisors first reported a position in MFS SPECIAL VALUE TRUST in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's MFS SPECIAL VALUE TRUST position peaked at $169K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.