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WealthPLAN Partners’s Kinsale Capital Group KNSL Stock Holding History

WealthPLAN Partners’s Portfolio KNSL Stock Details KNSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$1.5K – 751
2023
Q2 		$1.5K Hold
4
– – ﹤0.01% 1109
2023
Q1 		$1.2K Buy
+4
New +$1.17K ﹤0.01% 1188

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WealthPLAN Partners's KNSL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kinsale Capital Group (KNSL) in Q3 2023, closing a stake of 4 shares — an estimated $1.5K sold.

WealthPLAN Partners first reported a position in KNSL in Q1 2023 and held it in 2 quarters. The position peaked at $1.5K in Q2 2023. 449 funds tracked by Wall St. Rank hold KNSL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Kinsale Capital Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4 Kinsale Capital Group shares in Q3 2023, an estimated $1.5K.
  • WealthPLAN Partners first reported a position in Kinsale Capital Group in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Kinsale Capital Group position peaked at $1.5K in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.