AWA
POST icon

Arete Wealth Advisors’s Post Holdings POST Stock Holding History

Arete Wealth Advisors’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
2022
Q3 		– Sell
-3,243
Closed -$270K – 612
2022
Q2 		$270K Buy
+3,243
New +$251K 0.03% 357
2020
Q1 		– Sell
-2,909
Closed -$206K – 393
2019
Q4 		$206K Hold
2,909
– – 0.04% 368
2019
Q3 		$202K Sell
2,909
-153
-5% -$10.4K 0.04% 380
2019
Q2 		$209K Hold
3,062
– – 0.04% 362
2019
Q1 		$219K Buy
+3,062
New +$201K 0.05% 340
2018
Q4 		– Sell
-3,215
Closed -$206K – 401
2018
Q3 		$206K Buy
+3,215
New +$197K 0.05% 341

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arete Wealth Advisors's POST Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Post Holdings (POST) in Q3 2022, closing a stake of 3,243 shares — an estimated $270K sold.

Arete Wealth Advisors first reported a position in POST in Q3 2018 and held it in 6 quarters. The position peaked at $270K in Q2 2022. 324 funds tracked by Wall St. Rank hold POST as of Q3 2022.

  • Arete Wealth Advisors reported no remaining Post Holdings position as of Q3 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,243 Post Holdings shares in Q3 2022, an estimated $270K.
  • Arete Wealth Advisors first reported a position in Post Holdings in Q3 2018 and held it in 6 quarters.
  • Arete Wealth Advisors's Post Holdings position peaked at $270K in Q2 2022.
  • 324 funds tracked by Wall St. Rank held Post Holdings as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.