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Kingswood Wealth Advisors’s PureCycle Technologies PCT Stock Holding History

Kingswood Wealth Advisors’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,000
Closed -$230K – 875
2024
Q3 		$230K Buy
+24,000
New +$161K 0.02% 639

Other funds holding PCT

SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Kingswood Wealth Advisors's PCT Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of PureCycle Technologies (PCT) in Q4 2024, closing a stake of 24,000 shares — an estimated $230K sold.

Kingswood Wealth Advisors first reported a position in PCT in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 240 funds tracked by Wall St. Rank hold PCT as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining PureCycle Technologies position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 24,000 PureCycle Technologies shares in Q4 2024, an estimated $230K.
  • Kingswood Wealth Advisors first reported a position in PureCycle Technologies in Q3 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's PureCycle Technologies position peaked at $230K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held PureCycle Technologies as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.