Kore Private Wealth’s Stagwell STGW Stock Holding History

Kore Private 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
2020 Q3	–	Sell	-2,229	Closed	-$4K	–	968
2020 Q2	$4K	Hold	2,229	–	–	﹤0.01%	963
2020 Q1	$3K	Hold	2,229	–	–	﹤0.01%	890
2019 Q4	$6K	Buy	+2,229	New	+$6K	﹤0.01%	841
2019 Q2	–	Sell	-2,229	Closed	-$5K	–	707
2019 Q1	$5K	Buy	+2,229	New	+$6.11K	﹤0.01%	771

Other funds holding STGW

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

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

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

MAP

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

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

Kore Private Wealth's STGW Position: Q3 2020 in Review

Kore Private Wealth sold out of Stagwell (STGW) in Q3 2020, closing a stake of 2,229 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in STGW in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 55 funds tracked by Wall St. Rank hold STGW as of Q3 2020.

Kore Private Wealth reported no remaining Stagwell position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 2,229 Stagwell shares in Q3 2020, an estimated $4K.
Kore Private Wealth first reported a position in Stagwell in Q1 2019 and held it in 4 quarters.
Kore Private Wealth's Stagwell position peaked at $6K in Q4 2019.
55 funds tracked by Wall St. Rank held Stagwell as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.