Kingsview Wealth Management »

Apogee Enterprises shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Apogee Enterprises (APOG) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Apogee Enterprises

Tip: Access up to 7 years of quarterly data

All positions including Apogee Enterprises held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apogee Enterprises by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 31k 70.01
2021-06-30 $767k 18k 41.63

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Apogee Enterprises

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Victory Capital Management
State Street Corporation
Pacer Advisors
Segall Bryant & Hamill
American Century Companies
Geode Capital Management
LSV Asset Management
Invesco
Charles Schwab Investment Management
Morgan Stanley
Nuveen Asset Management

View all funds holding Apogee Enterprises