Avondale Wealth Management’s Magna International MGA Stock Holding History

Avondale Wealth Management’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
2023 Q1	–	Sell	-1,400	Closed	-$78.7K	–	133
2022 Q4	$78.7K	Sell	1,400 -600	-30%	-$33.7K	0.07%	59
2022 Q3	$95K	Hold	2,000	–	–	0.1%	53
2022 Q2	$110K	Sell	2,000 -400	-17%	-$24.4K	0.13%	46
2022 Q1	$154K	Sell	2,400 -2,900	-55%	-$215K	0.18%	46
2021 Q4	$429K	Buy	5,300 +1,000	+23%	+$81.4K	0.43%	28
2021 Q3	$324K	Buy	4,300 +2,500	+139%	+$206K	0.32%	36
2021 Q2	$167K	Buy	+1,800	New	+$172K	0.16%	46

Other funds holding MGA

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

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

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Avondale Wealth Management's MGA Position: Q1 2023 in Review

Avondale Wealth Management sold out of Magna International (MGA) in Q1 2023, closing a stake of 1,400 shares — an estimated $78.7K sold.

Avondale Wealth Management first reported a position in MGA in Q2 2021 and held it in 7 quarters. The position peaked at $429K in Q4 2021. 409 funds tracked by Wall St. Rank hold MGA as of Q1 2023.

Avondale Wealth Management reported no remaining Magna International position as of Q1 2023 after selling out during the quarter.
Avondale Wealth Management sold 1,400 Magna International shares in Q1 2023, an estimated $78.7K.
Avondale Wealth Management first reported a position in Magna International in Q2 2021 and held it in 7 quarters.
Avondale Wealth Management's Magna International position peaked at $429K in Q4 2021.
409 funds tracked by Wall St. Rank held Magna International as of Q1 2023.

Based on Avondale Wealth Management's 13F filing for Q1 2023, filed 5 Apr 2023.