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Kingswood Wealth Advisors’s Smart Sand SND Stock Holding History

Kingswood Wealth Advisors’s Portfolio SND Stock Details SND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,000
Closed -$22.1K – 840
2025
Q2 		$22.1K Hold
11,000
– – ﹤0.01% 742
2025
Q1 		$28.5K Hold
11,000
– – ﹤0.01% 719
2024
Q4 		$24.8K Buy
+11,000
New +$24.5K ﹤0.01% 778
2024
Q3 		– Sell
-11,000
Closed -$23.2K – 742
2024
Q2 		$23.2K Hold
11,000
– – ﹤0.01% 648
2024
Q1 		$21K Hold
11,000
– – ﹤0.01% 615
2023
Q4 		$21.2K Buy
+11,000
New +$22.4K ﹤0.01% 625

Other funds holding SND

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's SND Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Smart Sand (SND) in Q3 2025, closing a stake of 11,000 shares — an estimated $22.1K sold.

Kingswood Wealth Advisors first reported a position in SND in Q4 2023 and held it in 6 quarters. The position peaked at $28.5K in Q1 2025. 45 funds tracked by Wall St. Rank hold SND as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Smart Sand position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,000 Smart Sand shares in Q3 2025, an estimated $22.1K.
  • Kingswood Wealth Advisors first reported a position in Smart Sand in Q4 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Smart Sand position peaked at $28.5K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Smart Sand as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.