Advisornet Financial’s Stagwell STGW Stock Holding History

Advisornet Financial’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3	Closed	-$22	–	2487
2023 Q1	$22	Buy	+3	New	+$21	﹤0.01%	2381
2020 Q4	–	Sell	-464	Closed	-$1K	–	1827
2020 Q3	$1K	Hold	464	–	–	﹤0.01%	1677
2020 Q2	$1K	Hold	464	–	–	﹤0.01%	1714
2020 Q1	$1K	Hold	464	–	–	﹤0.01%	1715
2019 Q4	$1K	Hold	464	–	–	﹤0.01%	1785
2019 Q3	$1K	Hold	464	–	–	﹤0.01%	1785
2019 Q2	$1K	Hold	464	–	–	﹤0.01%	1625
2019 Q1	$1K	Buy	+464	New	+$1.27K	﹤0.01%	1534

Other funds holding STGW

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Advisornet Financial's STGW Position: Q2 2023 in Review

Advisornet Financial sold out of Stagwell (STGW) in Q2 2023, closing a stake of 3 shares — an estimated $22 sold.

Advisornet Financial first reported a position in STGW in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2020. 132 funds tracked by Wall St. Rank hold STGW as of Q2 2023.

Advisornet Financial reported no remaining Stagwell position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 3 Stagwell shares in Q2 2023, an estimated $22.
Advisornet Financial first reported a position in Stagwell in Q1 2019 and held it in 8 quarters.
Advisornet Financial's Stagwell position peaked at $1K in Q3 2020.
132 funds tracked by Wall St. Rank held Stagwell as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.