HWA
MAGN

Heritage Wealth Advisors’s Magnera Corp MAGN Stock Holding History

Heritage Wealth Advisors’s Portfolio MAGN Stock Details MAGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19
Closed -$223 – 620
2025
Q3 		$223 Hold
19
– – ﹤0.01% 565
2025
Q2 		$230 Hold
19
– – ﹤0.01% 551
2025
Q1 		$345 Hold
19
– – ﹤0.01% 552
2024
Q4 		$345 Buy
+19
New +$389 ﹤0.01% 605
2021
Q3 		– Sell
-2
Closed -$307 – 574
2021
Q2 		$307 Hold
2
– – ﹤0.01% 553
2021
Q1 		$377 Hold
2
– – ﹤0.01% 553
2020
Q4 		$0 Buy
+2
New +$402 ﹤0.01% 562

Other funds holding MAGN

LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return