IFWM
RFP

Institute for Wealth Management’s Resolute Forest Products Inc. RFP Stock Holding History

Institute for Wealth Management’s Portfolio RFP Stock Details RFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25,850
Closed -$330K – 538
2022
Q2 		$330K Hold
25,850
– – 0.06% 370
2022
Q1 		$334K Buy
+25,850
New +$347K 0.05% 395

Other funds holding RFP

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Institute for Wealth Management's RFP Position: Q3 2022 in Review

Institute for Wealth Management sold out of Resolute Forest Products Inc. (RFP) in Q3 2022, closing a stake of 25,850 shares — an estimated $330K sold.

Institute for Wealth Management first reported a position in RFP in Q1 2022 and held it in 2 quarters. The position peaked at $334K in Q1 2022. 164 funds tracked by Wall St. Rank hold RFP as of Q3 2022.

  • Institute for Wealth Management reported no remaining Resolute Forest Products Inc. position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 25,850 Resolute Forest Products Inc. shares in Q3 2022, an estimated $330K.
  • Institute for Wealth Management first reported a position in Resolute Forest Products Inc. in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Resolute Forest Products Inc. position peaked at $334K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Resolute Forest Products Inc. as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.