Avantax Advisory Services’s Magna International MGA Stock Holding History

Avantax Advisory Services’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 Q2	$258K	Buy	6,676 +112	+2%	+$3.96K	﹤0.01%	2030
2025 Q1	$223K	Sell	6,564 -97	-1%	-$3.73K	﹤0.01%	2041
2024 Q4	$278K	Sell	6,661 -1,637	-20%	-$70.3K	﹤0.01%	1832
2024 Q3	$341K	Sell	8,298 -1,891	-19%	-$79K	﹤0.01%	1667
2024 Q2	$427K	Buy	10,189 +482	+5%	+$22.5K	﹤0.01%	1467
2024 Q1	$529K	Buy	9,707 +3,959	+69%	+$218K	﹤0.01%	1005
2023 Q4	$340K	Sell	5,748 -1,823	-24%	-$98.3K	﹤0.01%	1174
2023 Q3	$406K	Sell	7,571 -879	-10%	-$51.2K	﹤0.01%	1039
2023 Q2	$477K	Sell	8,450 -1,540	-15%	-$81.7K	0.01%	958
2023 Q1	$535K	Buy	+9,990	New	+$578K	0.01%	883

Other funds holding MGA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

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

Avantax Advisory Services's MGA Position: Q2 2025 in Review

Avantax Advisory Services increased its Magna International (MGA) stake by 1.7% in Q2 2025, buying an estimated $3.96K and bringing the position to 6,676 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Avantax Advisory Services first reported a position in MGA in Q1 2023 and has held it in 10 quarters since. The position peaked at $535K in Q1 2023. 359 funds tracked by Wall St. Rank hold MGA as of Q2 2025.

Avantax Advisory Services held 6,676 shares of Magna International worth $258K as of Q2 2025.
Avantax Advisory Services bought 112 Magna International shares in Q2 2025, an estimated $3.96K.
Magna International made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2030 holding.
Avantax Advisory Services first reported a position in Magna International in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's Magna International position peaked at $535K in Q1 2023.
359 funds tracked by Wall St. Rank held Magna International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.