HWM
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Howard Wealth Management’s Cedar Fair FUN Stock Holding History

Howard Wealth Management’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
2020
Q1 		– Sell
-1,900
Closed -$105K – 248
2019
Q4 		$105K Buy
+1,900
New +$107K 0.09% 135

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
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AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Howard Wealth Management's FUN Position: Q1 2020 in Review

Howard Wealth Management sold out of Cedar Fair (FUN) in Q1 2020, closing a stake of 1,900 shares — an estimated $105K sold.

Howard Wealth Management first reported a position in FUN in Q4 2019 and held it in 1 quarter. The position peaked at $105K in Q4 2019. 173 funds tracked by Wall St. Rank hold FUN as of Q1 2020.

  • Howard Wealth Management reported no remaining Cedar Fair position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 1,900 Cedar Fair shares in Q1 2020, an estimated $105K.
  • Howard Wealth Management first reported a position in Cedar Fair in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Cedar Fair position peaked at $105K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.