Atticus Wealth Management’s Cedar Fair FUN Stock Holding History

Atticus Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,300	Closed	-$65K	–	384
2021 Q1	$65K	Hold	1,300	–	–	0.03%	190
2020 Q4	$51K	Hold	1,300	–	–	0.03%	210
2020 Q3	$36K	Hold	1,300	–	–	0.02%	200
2020 Q2	$36K	Buy	+1,300	New	+$37K	0.02%	187

Other funds holding FUN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Atticus Wealth Management's FUN Position: Q2 2021 in Review

Atticus Wealth Management sold out of Cedar Fair (FUN) in Q2 2021, closing a stake of 1,300 shares — an estimated $65K sold.

Atticus Wealth Management first reported a position in FUN in Q2 2020 and held it in 4 quarters. The position peaked at $65K in Q1 2021. 177 funds tracked by Wall St. Rank hold FUN as of Q2 2021.

Atticus Wealth Management reported no remaining Cedar Fair position as of Q2 2021 after selling out during the quarter.
Atticus Wealth Management sold 1,300 Cedar Fair shares in Q2 2021, an estimated $65K.
Atticus Wealth Management first reported a position in Cedar Fair in Q2 2020 and held it in 4 quarters.
Atticus Wealth Management's Cedar Fair position peaked at $65K in Q1 2021.
177 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2021.

Based on Atticus Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.