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Kingswood Wealth Advisors’s Nordic American Tanker NAT Stock Holding History

Kingswood Wealth Advisors’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-46,596
Closed -$185K – 723
2024
Q2 		$185K Buy
46,596
+3,003
+7% +$12.1K 0.02% 634
2024
Q1 		$171K Buy
43,593
+33,243
+321% +$140K 0.02% 582
2023
Q4 		$43.5K Buy
+10,350
New +$44K ﹤0.01% 623

Other funds holding NAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Kingswood Wealth Advisors's NAT Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Nordic American Tanker (NAT) in Q3 2024, closing a stake of 46,596 shares — an estimated $185K sold.

Kingswood Wealth Advisors first reported a position in NAT in Q4 2023 and held it in 3 quarters. The position peaked at $185K in Q2 2024. 195 funds tracked by Wall St. Rank hold NAT as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Nordic American Tanker position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 46,596 Nordic American Tanker shares in Q3 2024, an estimated $185K.
  • Kingswood Wealth Advisors first reported a position in Nordic American Tanker in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Nordic American Tanker position peaked at $185K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Nordic American Tanker as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.