Independent Advisor Alliance’s Canada Goose Holdings GOOS Stock Holding History

Independent Advisor Alliance’s Portfolio GOOS Stock Details GOOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-26,938	Closed	-$848K	–	589
2020 Q3	$848K	Buy	+26,938	New	+$663K	0.06%	208
2020 Q1	–	Sell	-13,501	Closed	-$489K	–	581
2019 Q4	$489K	Sell	13,501 -851	-6%	-$32.8K	0.02%	538
2019 Q3	$631K	Sell	14,352 -511	-3%	-$21.4K	0.08%	218
2019 Q2	$576K	Buy	14,863 +7,853	+112%	+$354K	0.08%	206
2019 Q1	$337K	Buy	7,010 +2,150	+44%	+$110K	0.05%	291
2018 Q4	$212K	Buy	4,860 +950	+24%	+$52.9K	0.04%	358
2018 Q3	$217K	Sell	3,910 -2,300	-37%	-$134K	0.04%	330
2018 Q2	$342K	Buy	+6,210	New	+$262K	0.07%	226

Other funds holding GOOS

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Independent Advisor Alliance's GOOS Position: Q4 2020 in Review

Independent Advisor Alliance sold out of Canada Goose Holdings (GOOS) in Q4 2020, closing a stake of 26,938 shares — an estimated $848K sold.

Independent Advisor Alliance first reported a position in GOOS in Q2 2018 and held it in 8 quarters. The position peaked at $848K in Q3 2020. 162 funds tracked by Wall St. Rank hold GOOS as of Q4 2020.

Independent Advisor Alliance reported no remaining Canada Goose Holdings position as of Q4 2020 after selling out during the quarter.
Independent Advisor Alliance sold 26,938 Canada Goose Holdings shares in Q4 2020, an estimated $848K.
Independent Advisor Alliance first reported a position in Canada Goose Holdings in Q2 2018 and held it in 8 quarters.
Independent Advisor Alliance's Canada Goose Holdings position peaked at $848K in Q3 2020.
162 funds tracked by Wall St. Rank held Canada Goose Holdings as of Q4 2020.

Based on Independent Advisor Alliance's 13F filing for Q4 2020, filed 11 Feb 2021.