EWA
MGA icon

EverSource Wealth Advisors’s Magna International MGA Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$93.5K Buy
1,675
+896
+115% +$51.2K ﹤0.01% 1471
2025
Q4 		$41.5K Buy
779
+205
+36% +$10K ﹤0.01% 1879
2025
Q3 		$27.2K Buy
574
+78
+16% +$3.44K ﹤0.01% 2129
2025
Q2 		$19.2K Sell
496
-165
-25% -$5.83K ﹤0.01% 2328
2025
Q1 		$22.5K Buy
661
+380
+135% +$14.6K ﹤0.01% 1631
2024
Q4 		$11.7K Buy
281
+14
+5% +$601 ﹤0.01% 1903
2024
Q3 		$11K Sell
267
-89
-25% -$3.72K ﹤0.01% 1812
2024
Q2 		$15.8K Sell
356
-959
-73% -$44.8K ﹤0.01% 1619
2024
Q1 		$62.9K Buy
1,315
+319
+32% +$17.6K ﹤0.01% 883
2023
Q4 		$58.8K Buy
996
+107
+12% +$5.77K 0.01% 835
2023
Q3 		$47.7K Buy
889
+9
+1% +$524 0.01% 825
2023
Q2 		$49.7K Buy
880
+500
+132% +$26.5K 0.01% 839
2023
Q1 		$20.4K Sell
380
-1,180
-76% -$68.3K ﹤0.01% 1079
2022
Q4 		$87.6K Buy
1,560
+1,513
+3,219% +$85K 0.01% 550
2022
Q3 		$2K Hold
47
– – ﹤0.01% 1697
2022
Q2 		$3K Buy
+47
New +$2.86K ﹤0.01% 1407
2022
Q1 		– Sell
-79
Closed -$6K – 1794
2021
Q4 		$6K Buy
+79
New +$6.43K ﹤0.01% 1187

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return