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Carolinas Wealth Consulting’s Magna International MGA Stock Holding History

Carolinas Wealth Consulting’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
2021
Q4 		– Sell
-114
Closed -$9K – 997
2021
Q3 		$9K Buy
114
+1
+0.9% +$82 ﹤0.01% 593
2021
Q2 		$11K Buy
+113
New +$10.8K ﹤0.01% 598

Other funds holding MGA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Carolinas Wealth Consulting's MGA Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Magna International (MGA) in Q4 2021, closing a stake of 114 shares — an estimated $9K sold.

Carolinas Wealth Consulting first reported a position in MGA in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 499 funds tracked by Wall St. Rank hold MGA as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Magna International position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 114 Magna International shares in Q4 2021, an estimated $9K.
  • Carolinas Wealth Consulting first reported a position in Magna International in Q2 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Magna International position peaked at $11K in Q2 2021.
  • 499 funds tracked by Wall St. Rank held Magna International as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.