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Heritage Wealth Management (Arizona)’s Magna International MGA Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		– Sell
-50
Closed -$5K – 913
2021
Q2 		$5K Hold
50
– – ﹤0.01% 749
2021
Q1 		$4K Buy
+50
New +$4.06K ﹤0.01% 666

Other funds holding MGA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MGA Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Magna International (MGA) in Q3 2021, closing a stake of 50 shares — an estimated $5K sold.

Heritage Wealth Management (Arizona) first reported a position in MGA in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 491 funds tracked by Wall St. Rank hold MGA as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Magna International position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 50 Magna International shares in Q3 2021, an estimated $5K.
  • Heritage Wealth Management (Arizona) first reported a position in Magna International in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Magna International position peaked at $5K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held Magna International as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.