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Bay Harbor Wealth Management’s Stagwell STGW Stock Holding History

Bay Harbor Wealth Management’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$6 – 1299
2025
Q1 		$6 Buy
+1
New +$6 ﹤0.01% 1147

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Boston Partners
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bay Harbor Wealth Management's STGW Position: Q2 2025 in Review

Bay Harbor Wealth Management sold out of Stagwell (STGW) in Q2 2025, closing a stake of 1 share — an estimated $6 sold.

Bay Harbor Wealth Management first reported a position in STGW in Q1 2025 and held it in 1 quarter. The position peaked at $6 in Q1 2025. 153 funds tracked by Wall St. Rank hold STGW as of Q2 2025.

  • Bay Harbor Wealth Management reported no remaining Stagwell position as of Q2 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Stagwell share in Q2 2025, an estimated $6.
  • Bay Harbor Wealth Management first reported a position in Stagwell in Q1 2025 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Stagwell position peaked at $6 in Q1 2025.
  • 153 funds tracked by Wall St. Rank held Stagwell as of Q2 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.