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Baron Silver Stevens Financial Advisors’s Cedar Fair FUN Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-375
Closed -$14K – 202
2020
Q4 		$14K Buy
+375
New +$12.5K ﹤0.01% 226

Other funds holding FUN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FUN Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Cedar Fair (FUN) in Q1 2021, closing a stake of 375 shares — an estimated $14K sold.

Baron Silver Stevens Financial Advisors first reported a position in FUN in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 183 funds tracked by Wall St. Rank hold FUN as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Cedar Fair position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 375 Cedar Fair shares in Q1 2021, an estimated $14K.
  • Baron Silver Stevens Financial Advisors first reported a position in Cedar Fair in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Cedar Fair position peaked at $14K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.