Concord Wealth Partners’s Magna International MGA Stock Holding History

Concord Wealth Partners’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
2024 Q4	–	Sell	-23	Closed	-$944	–	964
2024 Q3	$944	Buy	+23	New	+$961	﹤0.01%	843
2023 Q1	–	Sell	-74	Closed	-$4.16K	–	1131
2022 Q4	$4.16K	Buy	+74	New	+$4.16K	﹤0.01%	805
2022 Q3	–	Sell	-74	Closed	-$4K	–	728
2022 Q2	$4K	Hold	74	–	–	﹤0.01%	877
2022 Q1	$5K	Hold	74	–	–	﹤0.01%	907
2021 Q4	$6K	Buy	+74	New	+$6.02K	﹤0.01%	907

Other funds holding MGA

BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Concord Wealth Partners's MGA Position: Q4 2024 in Review

Concord Wealth Partners sold out of Magna International (MGA) in Q4 2024, closing a stake of 23 shares — an estimated $944 sold.

Concord Wealth Partners first reported a position in MGA in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 389 funds tracked by Wall St. Rank hold MGA as of Q4 2024.

Concord Wealth Partners reported no remaining Magna International position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 23 Magna International shares in Q4 2024, an estimated $944.
Concord Wealth Partners first reported a position in Magna International in Q4 2021 and held it in 5 quarters.
Concord Wealth Partners's Magna International position peaked at $6K in Q4 2021.
389 funds tracked by Wall St. Rank held Magna International as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.