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Kingswood Wealth Advisors’s Senseonics Holdings Inc SENS Stock Holding History

Kingswood Wealth Advisors’s Portfolio SENS Stock Details SENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,007
Closed -$16K – 738
2024
Q2 		$16K Buy
2,007
+152
+8% +$1.35K ﹤0.01% 653
2024
Q1 		$19.7K Buy
+1,855
New +$21.5K ﹤0.01% 616

Other funds holding SENS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of Senseonics Holdings Inc (SENS) in Q3 2024, closing a stake of 2,007 shares — an estimated $16K sold.

Kingswood Wealth Advisors first reported a position in SENS in Q1 2024 and held it in 2 quarters. The position peaked at $19.7K in Q1 2024. 129 funds tracked by Wall St. Rank hold SENS as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Senseonics Holdings Inc position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,007 Senseonics Holdings Inc shares in Q3 2024, an estimated $16K.
  • Kingswood Wealth Advisors first reported a position in Senseonics Holdings Inc in Q1 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Senseonics Holdings Inc position peaked at $19.7K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Senseonics Holdings Inc as of Q3 2024.

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