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Kingswood Wealth Advisors’s Timken Company TKR Stock Holding History

Kingswood Wealth Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,200
Closed -$438K – 893
2024
Q3 		$438K Sell
5,200
-900
-15% -$74K 0.03% 489
2024
Q2 		$489K Buy
6,100
+1,997
+49% +$172K 0.04% 400
2024
Q1 		$359K Sell
4,103
-3,400
-45% -$280K 0.04% 429
2023
Q4 		$601K Buy
+7,503
New +$552K 0.07% 300
2023
Q3 		– Sell
-9,303
Closed -$852K – 473
2023
Q2 		$852K Buy
+9,303
New +$734K 0.27% 95

Other funds holding TKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of Timken Company (TKR) in Q4 2024, closing a stake of 5,200 shares — an estimated $438K sold.

Kingswood Wealth Advisors first reported a position in TKR in Q2 2023 and held it in 5 quarters. The position peaked at $852K in Q2 2023. 438 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,200 Timken Company shares in Q4 2024, an estimated $438K.
  • Kingswood Wealth Advisors first reported a position in Timken Company in Q2 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Timken Company position peaked at $852K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

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