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Institute for Wealth Management’s Magna International MGA Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-3,683
Closed -$218K – 520
2023
Q4 		$218K Buy
+3,683
New +$199K 0.04% 444

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Institute for Wealth Management's MGA Position: Q1 2024 in Review

Institute for Wealth Management sold out of Magna International (MGA) in Q1 2024, closing a stake of 3,683 shares — an estimated $218K sold.

Institute for Wealth Management first reported a position in MGA in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 400 funds tracked by Wall St. Rank hold MGA as of Q1 2024.

  • Institute for Wealth Management reported no remaining Magna International position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 3,683 Magna International shares in Q1 2024, an estimated $218K.
  • Institute for Wealth Management first reported a position in Magna International in Q4 2023 and held it in 1 quarter.
  • Institute for Wealth Management's Magna International position peaked at $218K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Magna International as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.