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Financial Planners of Cleveland’s Cedar Fair FUN Stock Holding History

Financial Planners of Cleveland’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
Q1 		– Sell
-14,603
Closed -$689K – 69
2021
Q4 		$689K Buy
+14,603
New +$698K 0.28% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Financial Planners of Cleveland's FUN Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Cedar Fair (FUN) in Q1 2022, closing a stake of 14,603 shares — an estimated $689K sold.

Financial Planners of Cleveland first reported a position in FUN in Q4 2021 and held it in 1 quarter. The position peaked at $689K in Q4 2021. 183 funds tracked by Wall St. Rank hold FUN as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Cedar Fair position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 14,603 Cedar Fair shares in Q1 2022, an estimated $689K.
  • Financial Planners of Cleveland first reported a position in Cedar Fair in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Cedar Fair position peaked at $689K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.