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Engrave Wealth Partners’s Restaurant Brands International QSR Stock Holding History

Engrave Wealth Partners’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-111
Closed -$6K – 337
2020
Q2 		$6K Sell
111
-20
-15% -$1.01K 0.01% 313
2020
Q1 		$5K Sell
131
-196
-60% -$11.1K 0.01% 279
2019
Q4 		$20K Buy
+327
New +$21.9K 0.02% 224

Other funds holding QSR

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PSCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Engrave Wealth Partners's QSR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Restaurant Brands International (QSR) in Q3 2020, closing a stake of 111 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in QSR in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 344 funds tracked by Wall St. Rank hold QSR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Restaurant Brands International position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 111 Restaurant Brands International shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Restaurant Brands International in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Restaurant Brands International position peaked at $20K in Q4 2019.
  • 344 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.