Laurel Wealth Advisors (California)’s Post Holdings POST Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,897	Closed	-$435K	–	789
2021 Q4	$435K	Buy	5,897 +911	+18%	+$62.5K	0.03%	491
2021 Q3	$359K	Hold	4,986	–	–	0.07%	299
2021 Q2	$354K	Hold	4,986	–	–	0.05%	361
2021 Q1	$345K	Hold	4,986	–	–	0.05%	329
2020 Q4	$330K	Hold	4,986	–	–	0.05%	319
2020 Q3	$281K	Hold	4,986	–	–	0.05%	313
2020 Q2	$286K	Hold	4,986	–	–	0.05%	296
2020 Q1	$271K	Hold	4,986	–	–	0.06%	295
2019 Q4	$356K	Hold	4,986	–	–	0.06%	311
2019 Q3	$345K	Hold	4,986	–	–	0.06%	317
2019 Q2	$339K	Hold	4,986	–	–	0.07%	283
2019 Q1	$357K	Hold	4,986	–	–	0.09%	257
2018 Q4	$290K	Sell	4,986 -764	-13%	-$46K	0.09%	255
2018 Q3	$368K	Hold	5,750	–	–	0.09%	239
2018 Q2	$323K	Buy	5,750 +3,074	+115%	+$161K	0.09%	246
2018 Q1	$285K	Sell	2,676 -2,157	-45%	-$109K	0.09%	254
2017 Q4	$250K	Buy	+4,833	New	+$257K	0.07%	287

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Laurel Wealth Advisors (California)'s POST Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Post Holdings (POST) in Q1 2022, closing a stake of 5,897 shares — an estimated $435K sold.

Laurel Wealth Advisors (California) first reported a position in POST in Q4 2017 and held it in 17 quarters. The position peaked at $435K in Q4 2021. 303 funds tracked by Wall St. Rank hold POST as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Post Holdings position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 5,897 Post Holdings shares in Q1 2022, an estimated $435K.
Laurel Wealth Advisors (California) first reported a position in Post Holdings in Q4 2017 and held it in 17 quarters.
Laurel Wealth Advisors (California)'s Post Holdings position peaked at $435K in Q4 2021.
303 funds tracked by Wall St. Rank held Post Holdings as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.