JNBA Financial Advisors’s Stagwell STGW Stock Holding History

JNBA Financial Advisors’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-300	Closed	-$2K	–	755
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	646
2021 Q4	$3K	Hold	300	–	–	﹤0.01%	710
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	683
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	637
2021 Q1	$1K	Buy	300 +100	+50%	+$304	﹤0.01%	634
2020 Q4	$1K	Buy	+200	New	+$446	﹤0.01%	591

Other funds holding STGW

Stagwell Group Miami Beach, Florida $913K AUM 49.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

JNBA Financial Advisors's STGW Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Stagwell (STGW) in Q2 2022, closing a stake of 300 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in STGW in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 97 funds tracked by Wall St. Rank hold STGW as of Q2 2022.

JNBA Financial Advisors reported no remaining Stagwell position as of Q2 2022 after selling out during the quarter.
JNBA Financial Advisors sold 300 Stagwell shares in Q2 2022, an estimated $2K.
JNBA Financial Advisors first reported a position in Stagwell in Q4 2020 and held it in 6 quarters.
JNBA Financial Advisors's Stagwell position peaked at $3K in Q4 2021.
97 funds tracked by Wall St. Rank held Stagwell as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.