HCR Wealth Advisors’s Magnite MGNI Stock Holding History

HCR Wealth Advisors’s Portfolio MGNI Stock Details MGNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Hold	13,000	–	–	0.02%	228
2026 Q1	$154K	Hold	13,000	–	–	0.02%	238
2025 Q4	$211K	Hold	13,000	–	–	0.02%	236
2025 Q3	$262K	Hold	13,000	–	–	0.03%	202
2025 Q2	$314K	Hold	13,000	–	–	0.04%	181
2025 Q1	$148K	Hold	13,000	–	–	0.02%	227
2024 Q4	$207K	Hold	13,000	–	–	0.03%	221
2024 Q3	$180K	Hold	13,000	–	–	0.02%	224
2024 Q2	$173K	Hold	13,000	–	–	0.02%	216
2024 Q1	$140K	Hold	13,000	–	–	0.02%	217
2023 Q4	$121K	Buy	+13,000	New	+$103K	0.02%	203
2021 Q2	–	Sell	-13,000	Closed	-$541K	–	194
2021 Q1	$541K	Buy	+13,000	New	+$563K	0.11%	121
2020 Q3	–	Sell	-34,799	Closed	-$231K	–	254
2020 Q2	$231K	Sell	34,799 -5,800	-14%	-$36.2K	0.05%	139
2020 Q1	$225K	Sell	40,599 -5,000	-11%	-$46K	0.06%	138
2019 Q4	$372K	Buy	+45,599	New	+$375K	0.09%	116

Other funds holding MGNI

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return