LWA
FUN icon

Lineweaver Wealth Advisors’s Cedar Fair FUN Stock Holding History

Lineweaver Wealth Advisors’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,874
Closed -$270K – 69
2019
Q4 		$270K Buy
+4,874
New +$274K 0.15% 54

Other funds holding FUN

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lineweaver Wealth Advisors's FUN Position: Q1 2020 in Review

Lineweaver Wealth Advisors sold out of Cedar Fair (FUN) in Q1 2020, closing a stake of 4,874 shares — an estimated $270K sold.

Lineweaver Wealth Advisors first reported a position in FUN in Q4 2019 and held it in 1 quarter. The position peaked at $270K in Q4 2019. 173 funds tracked by Wall St. Rank hold FUN as of Q1 2020.

  • Lineweaver Wealth Advisors reported no remaining Cedar Fair position as of Q1 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,874 Cedar Fair shares in Q1 2020, an estimated $270K.
  • Lineweaver Wealth Advisors first reported a position in Cedar Fair in Q4 2019 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Cedar Fair position peaked at $270K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.