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First Trust Investment Solutions’s Stagwell STGW Stock Holding History

First Trust Investment Solutions’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.32M Sell
330,000
-50,000
-13% -$343K 0.26% 81
2024
Q2 		$2.59M Sell
380,000
-110,000
-22% -$709K 0.37% 71
2024
Q1 		$3.05M Sell
490,000
-35,000
-7% -$219K 0.54% 44
2023
Q4 		$3.48M Buy
+525,000
New +$2.62M 0.72% 40

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

First Trust Investment Solutions's STGW Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Stagwell (STGW) stake by 13% in Q3 2024, selling an estimated $343K and leaving 330,000 shares worth $2.32M. The position accounts for 0.26% of the portfolio, ranked #81.

First Trust Investment Solutions first reported a position in STGW in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.48M in Q4 2023. 145 funds tracked by Wall St. Rank hold STGW as of Q3 2024.

  • First Trust Investment Solutions held 330,000 shares of Stagwell worth $2.32M as of Q3 2024.
  • First Trust Investment Solutions sold 50,000 Stagwell shares in Q3 2024, an estimated $343K.
  • Stagwell made up 0.26% of First Trust Investment Solutions's portfolio in Q3 2024, its #81 holding.
  • First Trust Investment Solutions first reported a position in Stagwell in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Stagwell position peaked at $3.48M in Q4 2023.
  • 145 funds tracked by Wall St. Rank held Stagwell as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.