Gradient Investments’s Cedar Fair FUN Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-500	Closed	-$19.9K	–	1454
2023 Q4	$19.9K	Hold	500	–	–	﹤0.01%	703
2023 Q3	$18.5K	Hold	500	–	–	﹤0.01%	688
2023 Q2	$20K	Hold	500	–	–	﹤0.01%	693
2023 Q1	$22.8K	Buy	+500	New	+$22K	﹤0.01%	652
2022 Q1	–	Sell	-1,000	Closed	-$50K	–	1230
2021 Q4	$50K	Buy	+1,000	New	+$47.8K	﹤0.01%	485
2017 Q2	–	Sell	-200	Closed	-$14K	–	833
2017 Q1	$14K	Buy	+200	New	+$13.1K	﹤0.01%	453

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Gradient Investments's FUN Position: Q1 2024 in Review

Gradient Investments sold out of Cedar Fair (FUN) in Q1 2024, closing a stake of 500 shares — an estimated $19.9K sold.

Gradient Investments first reported a position in FUN in Q1 2017 and held it in 6 quarters. The position peaked at $50K in Q4 2021. 148 funds tracked by Wall St. Rank hold FUN as of Q1 2024.

Gradient Investments reported no remaining Cedar Fair position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 500 Cedar Fair shares in Q1 2024, an estimated $19.9K.
Gradient Investments first reported a position in Cedar Fair in Q1 2017 and held it in 6 quarters.
Gradient Investments's Cedar Fair position peaked at $50K in Q4 2021.
148 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.