CWM
TGNA

Circle Wealth Management’s TEGNA Inc TGNA Stock Holding History

Circle Wealth Management’s Portfolio TGNA Stock Details TGNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-52,750
Closed -$736K – 216
2020
Q4 		$736K Hold
52,750
– – 0.11% 107
2020
Q3 		$620K Buy
52,750
+150
+0.3% +$1.78K 0.1% 100
2020
Q2 		$586K Sell
52,600
-4,250
-7% -$47.3K 0.1% 95
2020
Q1 		$617K Sell
56,850
-4,153
-7% -$66.4K 0.12% 90
2019
Q4 		$1.02M Hold
61,003
– – 0.18% 71
2019
Q3 		$947K Hold
61,003
– – 0.2% 62
2019
Q2 		$924K Sell
61,003
-11,997
-16% -$185K 0.2% 67
2019
Q1 		$1.03M Buy
+73,000
New +$927K 0.23% 70

Other funds holding TGNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Circle Wealth Management's TGNA Position: Q1 2021 in Review

Circle Wealth Management sold out of TEGNA Inc (TGNA) in Q1 2021, closing a stake of 52,750 shares — an estimated $736K sold.

Circle Wealth Management first reported a position in TGNA in Q1 2019 and held it in 8 quarters. The position peaked at $1.03M in Q1 2019. 306 funds tracked by Wall St. Rank hold TGNA as of Q1 2021.

  • Circle Wealth Management reported no remaining TEGNA Inc position as of Q1 2021 after selling out during the quarter.
  • Circle Wealth Management sold 52,750 TEGNA Inc shares in Q1 2021, an estimated $736K.
  • Circle Wealth Management first reported a position in TEGNA Inc in Q1 2019 and held it in 8 quarters.
  • Circle Wealth Management's TEGNA Inc position peaked at $1.03M in Q1 2019.
  • 306 funds tracked by Wall St. Rank held TEGNA Inc as of Q1 2021.

Based on Circle Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.