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Heritage Wealth Advisors’s Magna International MGA Stock Holding History

Heritage Wealth Advisors’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-271
Closed -$11.1K – 636
2024
Q3 		$11.1K Buy
+271
New +$11.3K ﹤0.01% 438

Other funds holding MGA

BP
BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Heritage Wealth Advisors's MGA Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of Magna International (MGA) in Q4 2024, closing a stake of 271 shares — an estimated $11.1K sold.

Heritage Wealth Advisors first reported a position in MGA in Q3 2024 and held it in 1 quarter. The position peaked at $11.1K in Q3 2024. 389 funds tracked by Wall St. Rank hold MGA as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining Magna International position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 271 Magna International shares in Q4 2024, an estimated $11.1K.
  • Heritage Wealth Advisors first reported a position in Magna International in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's Magna International position peaked at $11.1K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Magna International as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.