Journey Strategic Wealth’s Stagwell STGW Stock Holding History

Journey Strategic Wealth’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	-13,716	Closed	-$99K	–	204
2022 Q1	$99K	Buy	+13,716	New	+$103K	0.01%	175

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

Journey Strategic Wealth's STGW Position: Q2 2022 in Review

Journey Strategic Wealth sold out of Stagwell (STGW) in Q2 2022, closing a stake of 13,716 shares — an estimated $99K sold.

Journey Strategic Wealth first reported a position in STGW in Q1 2022 and held it in 1 quarter. The position peaked at $99K in Q1 2022. 97 funds tracked by Wall St. Rank hold STGW as of Q2 2022.

Journey Strategic Wealth reported no remaining Stagwell position as of Q2 2022 after selling out during the quarter.
Journey Strategic Wealth sold 13,716 Stagwell shares in Q2 2022, an estimated $99K.
Journey Strategic Wealth first reported a position in Stagwell in Q1 2022 and held it in 1 quarter.
Journey Strategic Wealth's Stagwell position peaked at $99K in Q1 2022.
97 funds tracked by Wall St. Rank held Stagwell as of Q2 2022.

Based on Journey Strategic Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.