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LMG Wealth Partners’s Magna International MGA Stock Holding History

LMG Wealth Partners’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,776
Closed -$200K – 126
2024
Q2 		$200K Buy
4,776
+490
+11% +$22.9K 0.05% 120
2024
Q1 		$234K Sell
4,286
-533
-11% -$29.4K 0.06% 115
2023
Q4 		$285K Sell
4,819
-343
-7% -$18.5K 0.08% 90
2023
Q3 		$277K Sell
5,162
-89
-2% -$5.18K 0.08% 88
2023
Q2 		$296K Buy
5,251
+186
+4% +$9.86K 0.09% 90
2023
Q1 		$271K Sell
5,065
-52
-1% -$3.01K 0.09% 91
2022
Q4 		$333K Buy
+5,117
New +$287K 0.11% 86

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LMG Wealth Partners's MGA Position: Q3 2024 in Review

LMG Wealth Partners sold out of Magna International (MGA) in Q3 2024, closing a stake of 4,776 shares — an estimated $200K sold.

LMG Wealth Partners first reported a position in MGA in Q4 2022 and held it in 7 quarters. The position peaked at $333K in Q4 2022. 380 funds tracked by Wall St. Rank hold MGA as of Q3 2024.

  • LMG Wealth Partners reported no remaining Magna International position as of Q3 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 4,776 Magna International shares in Q3 2024, an estimated $200K.
  • LMG Wealth Partners first reported a position in Magna International in Q4 2022 and held it in 7 quarters.
  • LMG Wealth Partners's Magna International position peaked at $333K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Magna International as of Q3 2024.

Based on LMG Wealth Partners's 13F filing for Q3 2024, filed 23 Oct 2024.