KWA
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Kingswood Wealth Advisors’s VeriSign VRSN Stock Holding History

Kingswood Wealth Advisors’s Portfolio VRSN Stock Details VRSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,644
Closed -$292K – 759
2024
Q2 		$292K Buy
+1,644
New +$293K 0.03% 528

Other funds holding VRSN

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of VeriSign (VRSN) in Q3 2024, closing a stake of 1,644 shares — an estimated $292K sold.

Kingswood Wealth Advisors first reported a position in VRSN in Q2 2024 and held it in 1 quarter. The position peaked at $292K in Q2 2024. 671 funds tracked by Wall St. Rank hold VRSN as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining VeriSign position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,644 VeriSign shares in Q3 2024, an estimated $292K.
  • Kingswood Wealth Advisors first reported a position in VeriSign in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's VeriSign position peaked at $292K in Q2 2024.
  • 671 funds tracked by Wall St. Rank held VeriSign as of Q3 2024.

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