BWP
SJR

BSW Wealth Partners’s Shaw Communications Inc. SJR Stock Holding History

BSW Wealth Partners’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,078
Closed -$205K – 272
2021
Q2 		$205K Buy
+7,078
New +$204K 0.06% 231

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BSW Wealth Partners's SJR Position: Q3 2021 in Review

BSW Wealth Partners sold out of Shaw Communications Inc. (SJR) in Q3 2021, closing a stake of 7,078 shares — an estimated $205K sold.

BSW Wealth Partners first reported a position in SJR in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 218 funds tracked by Wall St. Rank hold SJR as of Q3 2021.

  • BSW Wealth Partners reported no remaining Shaw Communications Inc. position as of Q3 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 7,078 Shaw Communications Inc. shares in Q3 2021, an estimated $205K.
  • BSW Wealth Partners first reported a position in Shaw Communications Inc. in Q2 2021 and held it in 1 quarter.
  • BSW Wealth Partners's Shaw Communications Inc. position peaked at $205K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.