IFP Advisors’s Shaw Communications Inc. SJR Stock Holding History

IFP Advisors’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,036	Closed	-$212K	–	4908
2022 Q3	$212K	Hold	10,036	–	–	0.01%	1365
2022 Q2	$212K	Hold	10,036	–	–	0.01%	1249
2022 Q1	$212K	Sell	10,036 -191	-2%	-$5.73K	0.01%	1249
2021 Q4	$308K	Sell	10,227 -265	-3%	-$7.75K	0.01%	771
2021 Q3	$305K	Buy	10,492 +1,092	+12%	+$31.6K	0.01%	765
2021 Q2	$272K	Buy	+9,400	New	+$271K	0.01%	759
2019 Q1	–	Sell	-128	Closed	-$2K	–	3624
2018 Q4	$2K	Buy	+128	New	+$2.4K	﹤0.01%	3222
2017 Q4	–	Sell	-250	Closed	-$6K	–	4181
2017 Q3	$6K	Sell	250 -75	-23%	-$1.67K	﹤0.01%	3342
2017 Q2	$7K	Buy	325 +75	+30%	+$1.61K	﹤0.01%	3255
2017 Q1	$5K	Hold	250	–	–	﹤0.01%	3346
2016 Q4	$5K	Sell	250 -208	-45%	-$4.13K	﹤0.01%	3340
2016 Q3	$9K	Sell	458 -10	-2%	-$199	﹤0.01%	2920
2016 Q2	$9K	Buy	+468	New	+$8.84K	﹤0.01%	2827
2016 Q1	–	Sell	-250	Closed	-$4K	–	3616
2015 Q4	$4K	Buy	+250	New	+$4.95K	﹤0.01%	3115

Other funds holding SJR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

IFP Advisors's SJR Position: Q4 2022 in Review

IFP Advisors sold out of Shaw Communications Inc. (SJR) in Q4 2022, closing a stake of 10,036 shares — an estimated $212K sold.

IFP Advisors first reported a position in SJR in Q4 2015 and held it in 14 quarters. The position peaked at $308K in Q4 2021. 235 funds tracked by Wall St. Rank hold SJR as of Q4 2022.

IFP Advisors reported no remaining Shaw Communications Inc. position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 10,036 Shaw Communications Inc. shares in Q4 2022, an estimated $212K.
IFP Advisors first reported a position in Shaw Communications Inc. in Q4 2015 and held it in 14 quarters.
IFP Advisors's Shaw Communications Inc. position peaked at $308K in Q4 2021.
235 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.