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Marshall & Sterling Wealth Advisors’s Magna International MGA Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q1 		– Sell
-55
Closed -$2.3K – 656
2024
Q4 		$2.3K Buy
+55
New +$2.36K ﹤0.01% 304

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MGA Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Magna International (MGA) in Q1 2025, closing a stake of 55 shares — an estimated $2.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in MGA in Q4 2024 and held it in 1 quarter. The position peaked at $2.3K in Q4 2024. 362 funds tracked by Wall St. Rank hold MGA as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Magna International position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 55 Magna International shares in Q1 2025, an estimated $2.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in Magna International in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Magna International position peaked at $2.3K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Magna International as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.