180 Wealth Advisors’s Magna International MGA Stock Holding History

180 Wealth Advisors’s Portfolio MGA Stock Details MGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,438	Closed	-$258K	–	485
2025 Q3	$258K	Sell	5,438 -89	-2%	-$3.92K	0.03%	392
2025 Q2	$213K	Buy	+5,527	New	+$195K	0.03%	390
2025 Q1	–	Sell	-5,730	Closed	-$239K	–	430
2024 Q4	$239K	Sell	5,730 -266	-4%	-$11.4K	0.04%	354
2024 Q3	$246K	Buy	5,996 +155	+3%	+$6.48K	0.04%	370
2024 Q2	$260K	Buy	5,841 +686	+13%	+$32.1K	0.04%	352
2024 Q1	$281K	Buy	5,155 +344	+7%	+$19K	0.05%	307
2023 Q4	$285K	Sell	4,811 -124	-3%	-$6.69K	0.06%	289
2023 Q3	$265K	Buy	4,935 +97	+2%	+$5.65K	0.06%	281
2023 Q2	$278K	Buy	+4,838	New	+$257K	0.06%	272
2021 Q4	–	Sell	-2,869	Closed	-$247K	–	401
2021 Q3	$247K	Buy	2,869 +277	+11%	+$22.8K	0.05%	319
2021 Q2	$224K	Buy	+2,592	New	+$247K	0.05%	328

Other funds holding MGA

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return