CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Point Bridge America First ETF MAGA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MAGA Stock Details MAGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-50
Closed -$1K – 3466
2020
Q3 		$1K Hold
50
– – ﹤0.01% 2921
2020
Q2 		$1K Buy
+50
New +$1.14K ﹤0.01% 2722

Other funds holding MAGA

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

CAPTRUST Financial Advisors's MAGA Position: Q4 2020 in Review

CAPTRUST Financial Advisors sold out of Point Bridge America First ETF (MAGA) in Q4 2020, closing a stake of 50 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in MAGA in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 9 funds tracked by Wall St. Rank hold MAGA as of Q4 2020.

  • CAPTRUST Financial Advisors reported no remaining Point Bridge America First ETF position as of Q4 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 50 Point Bridge America First ETF shares in Q4 2020, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Point Bridge America First ETF in Q2 2020 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Point Bridge America First ETF position peaked at $1K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Point Bridge America First ETF as of Q4 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.