Freedom Wealth Alliance’s Cedar Fair FUN Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-100	Closed	-$4.13K	–	209
2022 Q4	$4.13K	Buy	+100	New	+$4.02K	0.01%	361

Other funds holding FUN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Freedom Wealth Alliance's FUN Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Cedar Fair (FUN) in Q1 2023, closing a stake of 100 shares — an estimated $4.13K sold.

Freedom Wealth Alliance first reported a position in FUN in Q4 2022 and held it in 1 quarter. The position peaked at $4.13K in Q4 2022. 152 funds tracked by Wall St. Rank hold FUN as of Q1 2023.

Freedom Wealth Alliance reported no remaining Cedar Fair position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 100 Cedar Fair shares in Q1 2023, an estimated $4.13K.
Freedom Wealth Alliance first reported a position in Cedar Fair in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Cedar Fair position peaked at $4.13K in Q4 2022.
152 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.