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Kingswood Wealth Advisors’s SPS Commerce SPSC Stock Holding History

Kingswood Wealth Advisors’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,372
Closed -$460K – 690
2023
Q4 		$460K Buy
+2,372
New +$414K 0.05% 367

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of SPS Commerce (SPSC) in Q1 2024, closing a stake of 2,372 shares — an estimated $460K sold.

Kingswood Wealth Advisors first reported a position in SPSC in Q4 2023 and held it in 1 quarter. The position peaked at $460K in Q4 2023. 424 funds tracked by Wall St. Rank hold SPSC as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining SPS Commerce position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,372 SPS Commerce shares in Q1 2024, an estimated $460K.
  • Kingswood Wealth Advisors first reported a position in SPS Commerce in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's SPS Commerce position peaked at $460K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2024.

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