AJ Wealth Strategies’s Post Holdings POST Stock Holding History

AJ Wealth Strategies’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,400	Closed	-$487K	–	305
2022 Q4	$487K	Sell	5,400 -6	-0.1%	-$535	0.03%	185
2022 Q3	$443K	Buy	5,406 +6	+0.1%	+$519	0.03%	193
2022 Q2	$445K	Hold	5,400	–	–	0.02%	196
2022 Q1	$374K	Sell	5,400 -2,851	-35%	-$199K	0.02%	230
2021 Q4	$609K	Hold	8,251	–	–	0.03%	179
2021 Q3	$595K	Hold	8,251	–	–	0.03%	171
2021 Q2	$586K	Hold	8,251	–	–	0.04%	166
2021 Q1	$571K	Hold	8,251	–	–	0.04%	154
2020 Q4	$545K	Hold	8,251	–	–	0.05%	140
2020 Q3	$464K	Hold	8,251	–	–	0.05%	133
2020 Q2	$473K	Hold	8,251	–	–	0.05%	129
2020 Q1	$448K	Buy	+8,251	New	+$536K	0.06%	104

Other funds holding POST

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

AJ Wealth Strategies's POST Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Post Holdings (POST) in Q1 2023, closing a stake of 5,400 shares — an estimated $487K sold.

AJ Wealth Strategies first reported a position in POST in Q1 2020 and held it in 12 quarters. The position peaked at $609K in Q4 2021. 353 funds tracked by Wall St. Rank hold POST as of Q1 2023.

AJ Wealth Strategies reported no remaining Post Holdings position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 5,400 Post Holdings shares in Q1 2023, an estimated $487K.
AJ Wealth Strategies first reported a position in Post Holdings in Q1 2020 and held it in 12 quarters.
AJ Wealth Strategies's Post Holdings position peaked at $609K in Q4 2021.
353 funds tracked by Wall St. Rank held Post Holdings as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.