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CFS Investment Advisory Services’s Cedar Fair FUN Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-54,800
Closed -$1K – 331
2022
Q1 		$1K Buy
+54,800
New +$2.94M ﹤0.01% 345

Other funds holding FUN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFS Investment Advisory Services's FUN Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Cedar Fair (FUN) in Q2 2022, closing a stake of 54,800 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in FUN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 171 funds tracked by Wall St. Rank hold FUN as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Cedar Fair position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 54,800 Cedar Fair shares in Q2 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Cedar Fair in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Cedar Fair position peaked at $1K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.